Financial Planner

Discussion in 'Discussion Group' started by Clif, Apr 24, 2008.

  1. Clif

    Clif Guest

    I'm looking for a financial planner. Specifically someone to work on budgets and bills, as well as retirement planning.

    Anyone use such a service and can recommend?
     
  2. Shadow Rider

    Shadow Rider Well-Known Member

    Bobby Guyton of

    GUYTON ASSOCIATES

    Phone: 910-862-4111

    (Has a Raleigh office number also,but can't find it right now)

    I highly recommend him
     
  3. michelle

    michelle Well-Known Member

    Clif, if you happen to be a member of the State Employee's Credit Union you can get these services for free. The program is called Balance. Here's the link:
    http://www.ncsecu.org/Loans/Balance.html

    If not, check with your bank and see if they offer any service for free.

    Also, we have this same type of thing available to us at my work. It doesn't cost me anything, my employer pays for it if I want to meet with an advisor.

    Hope this helps!
     
    Last edited: Apr 24, 2008
  4. swinkles

    swinkles Well-Known Member

  5. Cleopatra

    Cleopatra Well-Known Member

    Clif, check out the summer workshops that JCC is offering I saw some for this in the flyer they sent out a week or so ago.
     
  6. michelle

    michelle Well-Known Member

    Where have you been wild woman???? Missed ya! 8)
     
  7. Cleopatra

    Cleopatra Well-Known Member

    Offline, needed a new screen. All fixed now!
     
  8. ServerSnapper

    ServerSnapper Well-Known Member

    I like Prudential myself. I like the way they report and give you advice. It's not a form letter but a gant chart on where we are in relation to where we need to be. Just a small thing I liked. I would tell you a name but I can't pronounce it let alone spell it.
     
  9. ServerSnapper

    ServerSnapper Well-Known Member

    That avatar is so unfair!! Wonderwoman is my weakness. I never missed a show. Especially when she went home to hottie island.
     
  10. buckeye

    buckeye Guest

    Four Oaks Bank has some great Financial Advisors
     
  11. Cleopatra

    Cleopatra Well-Known Member

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