Who is good? Looking to reduce tax burden, expand investment/retirement options and also possibly enter into owning a small business/property. Who is well thought of and truly up to date? Thoughts?
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Financial Advisor recommendations in BCS
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Last: 3 mo ago by hopeandrealchange
Will Hayes - Buffalo Wealth Management (Northwestern Mutual)
Will Hayes
I'll tag onto this and ask the same question except to add on if there are options for people who will do flat fee work. Not interested in an AUM model....
Good friend of mine, Cameron Capriotti is an independent financial planner. Great business smarts and also up to date on the latest trends with tax breaks. TAMU PPA grad 2012. He's also a CPA. Tell him Blake sent you. (713) 449-7405
Josh is our guy.
Paragon Advisors here in College Station has been doing
A great job for me for many years.
A great job for me for many years.