looking for a financial planner

Try www.altfest.com. Very smart and knowledgeable guy with his own firm who is not commission based. Was my professor in grad school.

Kensingtonian

in Financial Services 14 years ago

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ktm6 | 14 years ago

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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