Ask Terry Questions Financial advisor need for senior

Financial advisor need for senior

By Terry Savage on January 04, 2014 | Financial Planning / Retirement

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  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.


Recent Financial Planning / Retirement Questions



a personal
finance question