Financial advisor need for senior
comments on Need a financial advisor for daughter ange said on January 3, 2014 at 9:16am, How wonderful that you can recommend a financial planner for the above. Any possibility that you could suggest one for CT, 06489 area ? I do think this request is going too far but just a thought ! It’s said that if you don’t ask, the answer is always ‘NO ” . I follow your informative questions & answers & have gained much benefit from your suggestions. Thank you for sharing your wisdom, Happy New Year ! PLEASE stay with us !
Terry Says: Thanks for your note. I hope to be around for a while! I only share names of people I personally know and trust. I know Boston is a bit of a hike from CT, but you might want to call Paul Mauro, CEO of Legacy Financial Advisors in Westborough, MA. His number is 800-427-9871. His website is www.lfsadvisors.com. At least he’s geographically closer than the Midwest! Full Disclosure: I have done a speaking engagement for his company, but then I only do speeches for groups I know and trust. Feel free to use my name, or not — as I get nothing out of these recommendations, but a sense that you will be well served.
