DWM Advisors

Recommendations and reviews from 1 person

• Referral from June 19, 2017
  

  Ella B. asked:

  I need an experienced Finnancial Planner to help analyze my (and my partners) financial standing and come up with a well thought out plan for future retirement. Please note: 1. I do no need a financial advisor who is commissioned based i.e makes money from advising certain stocks to invest in 2. I do not want someone to sell me life insurance or any other insurance product. 3. My background is banking and finance and I have advanced experience in stock trading including day trading, shorting and options. I will spot BS a mile far so please no winging it. It won't work with me. 4. Some knowledge in real estate investing particularly creating passive income through multi units and commercial, would be preferred. Any takers?

  

  Frank D. replied:

  Ryan Thomsen - First Oak Wealth Management 919-421-1555

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