wealth management consultant--where to find?



ORIGINAL POST
Posted by carmine 19 yrs ago
Can someone tell me if this is the same as financial consultants? Also, where can I find them. My friend has inherited a big some of money and needs some help. Thanks

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COMMENTS
notaclue 19 yrs ago
I am also looking for this kind of consultant, not that I have a lot of money. What I found is most financial consultants are affiliated with some financial institutions or investment firms, and are therefore not able to give unbiased opinions. I am interested in speaking to someone who only works as a consultant who understands the market, can do a review of our current portfolio, and provides a recommendation on what changes are necessary based on our short term and long term needs.


Any such persons out there?

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*Thorn* 19 yrs ago
If you send me a PM I can let you know of someone who will give an unbiased opinion.

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Villian 19 yrs ago
Yep, I've got two or three to choose from (all of whom I've known for many years). PM me if you want their contact details

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seal 19 yrs ago
from acorns do oak trees grow visitor

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