I don't have a good feeling about my investment advisor/broker.
I could really use a good referral to help me with retirement planning.
Someone local in the SF Bay Area...
Stephan P. replied:
I have someone I like in Scotts Valley, Scott D. Pimentel. Works for Waddell and Reed. 831-316-9890. 1 · Wednesday at 6:40 pm
Stephan P. replied:
I have someone I like in Scotts Valley, Scott D. Pimentel. Works for Waddell and Reed. 831-316-9890.
Brian L. replied:
Lori Bensing at Edelman financial.
Erin F. replied:
Jason E. Braley CERTIFIED FINANCIAL PLANNERTM Burroughs Financial Services CA Insurance #0E98801 (831)426-3100
Erin F. replied:
Jason is located in both Santa Cruz and San Jose, he'll meet where you need to. Not sure of your location. He's the "jr" guy in the firm, but the one I can relate to the most. John Burroughs is the Partner (obviously) and would fulfill the 20+ yrs experience...Jason has probably about 10....