Money Concepts

Recommendations and reviews from 1 person

• Referral from May 12, 2016
  

  Verna C. asked:

  Does anyone have any good personal recommendations for a financial advisor, but not at a bank, I want a private company. TIA

  

  Sarah H. replied:

  As I was mentioned (thank you Shawn Everett!) I'll just add that I recommend you call and talk to a few advisors to see if there's a good match - it's important to find a good fit, and a style that works for you. My work # is 250-564-7484, if you'd like to ask any questions of me.

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