Financial Advisor Needed

I am looking for an honest financial advisor who can help me with my retirement savings. I am getting very little in SS and would like the peace of mind to have a knowledgable advisor that could help me, and I could feel comfortable knowing I am in good hands.. Thank you for any referrals for people you have used & had success with!!

You can reach me by email at

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hr93110 Jan 31, 2018 02:03 PM
Financial Advisor Needed

Greg Boots at Executive Wealth Solutions He's an attorney, a Retirement Income Certified Professional and a Certified Financial Educator (he trains other financial planners across the country). The guy is a genius when it comes to investment strategy, tax minimization and asset protection.

Ahchooo Jan 30, 2018 09:08 PM
Financial Advisor Needed

We've worked with Kevin Baird for almost 20 years and have been happy with how he has explained things, and helped our money grow. He is trustworthy.

carolann Nov 19, 2017 04:59 PM
Financial Advisor Needed

Kathy Ornelas, American Legacy Solutions. 805 320 0150

a-1518930778 Oct 08, 2017 02:14 PM
Financial Advisor Needed

Howard Jones---(805) 691-9384--- has helped me make money over the years. However, I have always invested long-term. Exactly what kind of returns and how liquid do you need them to be? Are you thinking stock market or investment accounts?

yetti Sep 15, 2017 11:18 AM
Financial Advisor Needed

My family has been using Kevin Baird CFP for years. He is in downtown Santa Barbara, is a Certified Financial Planner, very honest and has done a lot to help with our investment, tax and estate planning needs. My parents started with him about 18 years ago and now that we are nearing retirement, we are working with him as well.

CS805 Sep 15, 2017 09:25 AM
Financial Advisor Needed

Bill Wagner at Kinecta. He is used by many many people I know including myself.

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