Financial Advisor

[tojoe]

Guys,

I am looking for a financial advisor in the Lafayette area. I was told once that it isn't the name on the sign out side the building but the name on the door of the office that makes a good Financial Advisor.

Is there any in the Lafayette area that you would recomend?

Or would I be better off in an on-line account in some index funds?

Any advice would be appreciated.

Thanks in advance.

[Nitramiii]

Betterment is another option.

[Goooh]

World Tree Financial will treat you right


Sent

[BIG RED 1983]

Northwestern mutual trey hodge

[Oops!]

Pm sent.

[meaux fishing]

Linda Malin with UBS

[swampman46]

A regular brokerage firm is a good choice with the least likely chance of losing your money. But if you know a little about investing, and the stock itself that you're interested in, then online brokers are definately the least costly way to go. Example, E-trade et al charge anywhere from $7-10 trades. Edward Jones charged me $150 for my last trade-and that was supposedly with a "discount". :( Fortunately, that stock I'm holding long term. If you like to "play" with stocks I would say online brokers. Be warned however...it's not as easy as it appears. ;)

[tojoe]

Thank you for the info. I will be making some phone calls in the AM.

[Natural Light Kid]

Are you looking for a financial advisor, or someone to process your trades? If your looking at the whole package, I personally know a financial planner in Lake Charles that will probably travel to Scott to meet with you. His name is Barry Terrell. He's with The Firm of Louisiana. He is a certified financial planner. They also have a broker that can do your trades. Their number is 337-477-8312. Barry's an outdoorsman and would probably communicate well with most of the people on this site.

[Juciy]

Just go to Dave Ramsey's webpage enter your info, and one of his endorsed providers will give you a call. Good people.


Sent from my iPhone using Tapatalk

[specktator]

Travis Theunissen with New York Life or Ben Richard with Northwestern Mutual

[Ed32]

Are you looking for retirement or to play the market? if retirement you may want to look at vanguard funds. they have the lowest cost and they provide a financial planning service. if your looking to play the market scottrade is a good discount broker if you know what you want to invest in.

[Hightower]

Travis Theunissen with New York Life or Ben Richard with Northwestern Mutual

X 2 on Travis...he handles some of my stuff.

[cajun bill]

Are you looking for retirement or to play the market? if retirement you may want to look at vanguard funds. they have the lowest cost and they provide a financial planning service. if your looking to play the market scottrade is a good discount broker if you know what you want to invest in.

X2 on the Vanguard advice. They are a great company with the most funds having the lowest fees.