I need to find a really good financial advisor
August 10, 2011 6:35 PM Subscribe
Please suggest a great financial advisor
posted by eeby to work & money (3 answers total) 2 users marked this as a favorite
I recently asked for help
finding an optometrist and I was extremely happy with the result -- I found exactly what I was seeking -- that one person in the crowd who loves what he/she does and is great at it.
Now I'm hoping I can find a professional financial advisor in Oakland, Berkeley, SF, or a nearby area to help me get things in order.
It's probably a pretty simple situation compared to most people. I don't have a huge fortune or own any property. I probably make a little less than the median income around here.
But I'm phobic about dealing with money and need some help.
I want to get the little I have into an orderly arrangement and make a will and make sure I have the right insurance and so on.
Any advice, help, or recommendations would be greatly appreciated.