Financial planner??

I am looking for a financial planner who does not get a commission on sales of securities, etc. I am looking for someone to help with the big picture, eg., savings goals, advice on how much to invest in home renovations, college funds, life insurance as well as investments. Any recommendations from brownstoners would be greatly appreciated – thanks in advance. I posted this a while ago but only got 1 response (and it was a firm that had a steep minimum in liquid assests!)

ktm6

in Financial Services 13 years and 6 months ago

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liz_in_cg | 13 years and 6 months ago

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I can recommend Stacy Francis at Francis Financial. We’ve worked with her for about 9 years and she has always been extraordinarily helpful. http://francisfinancial.net/

buttermilkchannel | 13 years and 6 months ago

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We’ve worked with Tim Watters for over a decade. He’s based in NJ but sometimes meets in Manhattan. Excellent for planning with family in mind; life insurance, wills, 529’s, etc. 201-843-0044\. wattersfinancial.com