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Trusted Financial Advisors
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Raymond F Book & Associates
- Financial Advisor, Cpa, Accountant
- 34382 Carpenters Way Lewes, DE 19958
- Closed ⋅ Opens at 9:00AM
Referral from
Nov 14, 2016
Eddie L.:
Who would you recommend for tax prep; familiar with MD and DE taxes?
Teresa C.:
Emily McCauley Book and Associates 302-644-6850 Jenn Harpel
- Financial Advisor
- 55 Cascade Ln Lewes, DE 19971-8528
- Closed ⋅ Opens at 8:00AM
Referral from
Mar 04, 2015
Paul S.:
any recommendations for a personal finance advisor ??
Thank you !!!
Paul Smith
MountainFresh Carpet & Upholstery Cleaning
Debbie C.:
Jenn Harpel, Morgan Stanley 302-644-6620 Lokken Investment Group
- Financial Advisor, Investment Advisor...
- 16698 Kings Hwy Lewes, DE 19958
Referral from
Mar 04, 2015
Paul S.:
any recommendations for a personal finance advisor ??
Thank you !!!
Paul Smith
MountainFresh Carpet & Upholstery Cleaning
Jim R.:
Janet K. Redman Vice President, Financial Advisor CRPC© LOGO-Lokken Invest.png 16698 Kings Highway, Suite D Lewes, DE 19958 phone: 302... Frequently Mentioned on Social Media
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Referral from March 4, 2015
Paul S. asked:
any recommendations for a personal finance advisor ??
Thank you !!!
Paul Smith
MountainFresh Carpet & Upholstery Cleaning
Lisa W. replied:
Janet K. Redman
Christine D. replied:
Yes! Ron Miller is a Senior Financial Advisor with Merrill Lynch in Rehoboth. 302-227-5143. Highly recommend him. Extremely trustworthy and nice.
Lisa C. replied:
Alana Keeley. She works for Edward Jones and her office is in Bethany Beach. 537-0600
Kirsten L. replied:
http://www.letsmakeaplan.org/working-with-a-financial...
Rob B. replied:
Terri Smith at Morgan Stanley in Lewes
Greer M. replied:
Paul - give Jon Lokken a call - he's ours & is terrific and reasonable (I was with Morgan Stanley in DC for years - very pleased with my choice to move to Jon!) tell him you're friends of mine & Deb's.
Cindi S. replied:
Thomas McGlone !!!!
Pat C. replied:
Cassandra Toroian .....THE BEST! Bell Rock Capital
Referral from September 2, 2014
Leslie V. asked:
Looking for accountant, preferably CPA with financial planning experience, to consult on some retirement planning concerns. Lewes/Milton area preferred.
Rebecca T. replied:
Alison Leigh Houck with Faw Casson.
Cindi S. replied:
Thomas McGlone
Kirsten L. replied:
I also recommend Alison for CPA stuff and I'm a CFP (Certified Financial Planner)..... Let me know if I can help!
Patti P. replied:
Alison Leigh Houck
Lyn M. replied:
Emily McCauley with Book and Associates. 302.644.6850. She is the best in the area. She is honest, thorough and I highly recommend her!
Referral from May 19, 2015
Kathy V. asked:
Anyone have a financial advisor in Milton, Lewes, Rehoboth area that they are happy with-especially interested in someone that specializes in retirement stage. Thank you!
Pat P. replied:
Sure it's Scott Demouth- Merrill Lynch,Princeton. 609-243-7873. Good luck he has been great for us
Diane F. replied:
Jaime Gamuciello at Merrill lynch in rehoboth
Referral from January 31, 2013
Jeff E. asked:
Whatta Financial Advisor! A 73% return on my investment over the course of a 10 year period. based upon his recommendations, my 401K is also making money. Due to the...
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