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Anyone in the greater Baltimore'ish area have a financial advisor that they like?

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Old 04-10-2008, 08:50 AM
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Default Anyone in the greater Baltimore'ish area have a financial advisor that they like?
So now that I am getting hitched and Fiancee is going to become a wage earner, I want to start with a financial planner. Anyone have one they know and trust that have been of good service to them? Appreciate any thoughts.
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Old 04-10-2008, 09:58 AM
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Default I use a guy who works for UBS, but he's out of Houston
He's good people. If you're interested in his contact info, lemme know.
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Old 04-10-2008, 10:37 AM
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thanks man, but thats kinda far.
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Old 04-10-2008, 10:47 AM
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Default Well, you don't have to go in and meet with him
I do most of my work with him over the phonne. He's licensed in Maryland. Just an FYI.
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Old 04-10-2008, 11:10 AM
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Default I have a Schwab guy up near me in PA who has an office in Towson.
He sat down with my wife and I for a long discussion and he was really helpful. I can pass along his info if you'd like.
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Old 04-10-2008, 11:22 AM
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call me
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Old 04-10-2008, 11:31 AM
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TJ: Was your S4 at Old Line Bank the other day?
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Old 04-10-2008, 11:36 AM
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lol sig
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Old 04-10-2008, 11:43 AM
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Will do so on the drive home. Thanks Mike
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Old 04-10-2008, 12:38 PM
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Default Ditto, I use a UBS guy from Houston too
coincidence we both use the same guy ??
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