Mamas & Papas-
Anyone have any experience in using a financial planner? We've got a broker and a tax accountant. Thinking of taking the next step and speaking wit...
I am looking for a good Financial planner to help figure out how to best save for our children's college. We have a good chunck of money sitting in a savings account...
I'm looking for a great financial planner in the Bloomington/Edina/Minneapolis area but am willing to drive further for the right person. Does anyone have an recommen...
Hi everyone!
Does anyone have any good recommendations for a financial planner and/or trust lawyer? I just had my first child and my husband and I need to get our l...
Hi, I'm wondering if it would be good for my husband and I to talk to a financial planner. We're not looking for an investment advice. We just want someone objectiv...
Does anyone have a recommendation for an insurance agent that they like and trust? I need to update my disability insurance, which I originally purchased in another ...
We are looking at switching banks from Bank of America. We could bank with USAA, but the fact that there is no brick and mortar bank kind of freaks me out. Chase ju...
Are there any companies that handle investments and taxes?
I would really like a person who does our taxes to be familiar with investments and visa versa. I was ex...
