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I'm 58 yrs old, currently with JNJ. I do have a pretty good 401 k plan. Can you recomm a financial plan.in my area.

Aug 25, 2013 by Greg from St Charles, MO in  |  Flag
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Greg, I hope my reply to your inquiry finds you doing well. A former colleague named Larry Richardson from A.G. Edwards (currently known as "Wells Fargo Advisors") works for "Benjamin F. Edwards & Co." ("Edwards"). Edwards was founded by the former Vice Chairman and 5th Generation Grandson of the founder of the company formerly known as A.G. Edwards & Sons, Inc. You can contact Larry via email at: larryd.richardson@benjaminfedwards.com or (314) 854-9900.

Otherswise, I would be happy to assist you with a complimenary financial plan. You can learn more about my services by visiting my website at: www.wcfingroup.com. I can be reached at: (240) 245-3434 or by email at: msmith@wcfingroup.com. We can meet by phone or skype initally. I would be happy to travel to your location to meet with you in person. Have a wonderful day!

Comment   |  Flag   |  Aug 26, 2013 from Bethesda, MD

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Greg, my office is at Manchester & 270 in Des Peres. I would be happy to sit down with you for a complimentary consultation. You can contact me by going to my profile on this site or by going directly to our website: www.chamberlin-group.com/contact

Let me know if you have any questions!

Comment   |  Flag   |  Aug 25, 2013 from St. Louis, MO

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Greg, Working with an adviser that will provide the highest probability of success in achieving one’s goals with ease of accessibility should provide comfort. Hopefully you will find both. With today’s advancement in technology providing conferencing capabilities and ease of communication our firm works with clients from all around the country as well as either end of the state with little concern about our location. I invite you to contact our offices to have an initial discussion about your particular situation to see how we can help as well as gain some insight to what type of adviser may be best suited for you. Hope this helps

Comment   |  Flag   |  Aug 26, 2013 from Asbury Park, NJ

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