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WealthCounsel, LLC
Referral from
Nov 20, 2013
Victoria R.:
Austin friends: If you know of anyone looking to hire a baby lawyer in Austin, especially in the area of family law and or...
Brittany W.:
Go to www.wealthcounsel.com and apply with lawyers who are members in your area. Great way to get involved in estate planning.
Referral from January 13, 2017
Erin F. asked:
Looking for recommendations for a honest and affordable financial planner...a Google search is a bit overwhelming.
Tiffany T. replied:
Jason Simac CFP® COUNTRY® Financial Representative P: 608.223.0358 | F: 608.223.0390 100 Frost Woods Rd Monona, WI 53716 www.jasonsimac.com
Referral from January 19, 2018
geefin asked:
Certified Financial Planner recommendations? Anyone have a personal recommendation for a CFP in Madison? TIA!
Puckettchange replied:
I would start out by checking out [this website](http://www.letsmakeaplan.org/choose-a-cfp-professional/find-a-cfp-professional). We found three CFPs that fit our needs and interviewed them and picked the one that we felt fit best with our individual investment philosophy and our personalities.
SomethinGross replied:
Are a la carte meetings with a cfi/fiduciary a thing? I have some more immediate questions but generally chuck in indexes and hold, it would be nice sitting down and paying for an afternoon and being able to walk away without additional fees/commission.
monkeynostrils replied:
The Burrish group, UBS. Good CFP, decent in-house research. Good all-around services with only a $500 k min.
vatoniolo replied:
[John Locke](https://info.bankmutual.com/wealth-management/contact-a-financial-consultant/john-locke-financial-consultant/)
AliceInSethRichLand replied:
I know a guy who knows a guy if you're looking to get into Dogecoin mining.
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