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January 28, 2008
financial planner?
Can anyone recommend a good one?
Comments
The best: Doug Flynn and Rich Zito. They are hands down two stand up guys. LPL Financial. Doug appears regularly on CNN. Their number is 516-746-9000.
Posted by: just me at January 28, 2008 11:32 AM
http://www.cfpboard.org/search/
Posted by: guest at January 28, 2008 11:38 AM
Interview several, at least 3-5. The whole point of personal financial planning is that there must be a good fit between planner and client. Just because a planner is good for someone else on the blog doesn't mean they will be a good fit for you.
Posted by: guest at January 28, 2008 1:13 PM
I have been using Gerstein Fisher and Associates for about 10 years and love them.
Posted by: pwhite at January 28, 2008 1:35 PM
Two words: The What.
Posted by: Brooklynnative at January 28, 2008 2:13 PM
The What is dead - I think he was one of the foreclosures listed in today's post. Probably commited suicide shortly thereafter.
Posted by: guest at January 28, 2008 7:25 PM
My family has used Tom McCarrick at Merrill Lynch for years 888-507-2245. My wife has worked with Rick Caplin at Bear Stearns in Manhattan 212-272-2207
Posted by: guest at January 28, 2008 10:12 PM
Don't you have to be super rich to use a financial planner? How much do they charge?
Posted by: guest at January 29, 2008 12:56 AM
Michael McGill at HavenRich. 718-366-3336. A little bit out of brownstone neighborhood in Ridgewood, but definitely worth it. He has done my taxes and planning for years -- definitely great honest service (less commission issues than planners at brokerages) at a good price.
Posted by: cortnyc at January 29, 2008 3:02 PM
"Interview several, at least 3-5. The whole point of personal financial planning is that there must be a good fit between planner and client. Just because a planner is good for someone else on the blog doesn't mean they will be a good fit for you."
Definitely -- I would also add that you should find out before hiring anyone how they earn fees and whether they earn fees from any investment vehicles they may offer you. While this is not uncommon, I prefer to use someone to whom I pay a service-based fee only as it minimizes any conflicts of interest in commission-based fee structures.
Posted by: cortnyc at January 29, 2008 3:04 PM
James Kibler at Eldridge Financial Planning.
Posted by: bunkerlabs at January 29, 2008 7:12 PM
Financial planners have an incentive to sell you commissioned based products.
Posted by: Ysabelle at January 30, 2008 12:53 PM
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