Edward Jones, Merrill Lynch, etc in Temple/Belton

Matsui

Joined: Dec 2, 2001

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11:34a, 9/30/10

AG

I need a recommendation for a financial planner in the Temple/Belton area. Any suggestions? Like to deal with Aggies, but not a requirement

mel99

Joined: Jun 10, 2008

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11:44a, 9/30/10

AG

I use Dave Ramsey's local endorsed provider Melinda Bulls. She is not an Aggie, but someone I trust and have enjoyed working with. Her office number is (254) 899-9944.

GrayAg

Joined: Dec 10, 2000

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2:05p, 9/30/10

AG

Mike Gunter with Edward Jones is an Aggie '77. I don't know him personally.

I know Ms. Bulls...very nice person.

piag94

Joined: Aug 29, 2005

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10:10a, 10/1/10

AG

stay away from Randy Chenot in Waco.

Flash02

Joined: Sep 23, 2002

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2:01p, 10/1/10

I am an FA/FP In Waco with ML and an AG. If you want someone in Temple then I would reccomend Brian Daniel with Morgan Stanley. Does a Great Job!!! Not an Ag, but it's OK. BU grad.

piag94

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3:01p, 10/1/10

AG

but it's OK. BU grad
-----------
contradiction in terms...

Flash02

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3:40p, 10/1/10

Meaning he is a really good person. And likes The Ags, just grad from BU.

Matsui

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11:32p, 10/1/10

AG

Thanks for the suggestions!

The Grinder (99)

Joined: Mar 30, 2008

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1:37p, 10/6/10

AG

mel- i thouight you moved? you still around, or you lurkin?

seriously, i thought of calling dave ramsey's elp... she good?

mel99

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3:46p, 10/6/10

AG

I'm back.... Long story.