Financial Planner in Bell County

RanchAg

Joined: Jun 1, 2008

Posts: 178

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8:00p, 1/20/11

AG

My wife and I moved to Belton last year and are looking for a reputable financial planner. Any recommendations?

whitey2002

Joined: Nov 19, 2005

Posts: 376

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5:03p, 1/21/11

AG

Jim Richardson of the ShineRichardson Investment Group is who I use. He's been around for 20+ years and an Ag. His office is in downtown Temple on the square.

254.742.1885 - office

rjhtamu

Joined: Nov 20, 1999

Posts: 8,090

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10:40p, 1/21/11

AG

We use Shaun McDuffee from Austin. He travels to Bell Country frequently but he specializes in the medical profession. His company Northstar Financial is more broadbased though I believe.

No material on this site is intended to be a substitute for professional medical advice, diagnosis or treatment. See full Medical Disclaimer.

mel99

Joined: Jun 10, 2008

Posts: 3,980

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12:24p, 1/22/11

AG

Melinda Bulls is excellent. She's Dave Ramsey's Local endorsed provider. 254-899-9944

jac4

Joined: Apr 3, 2003

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9:47p, 1/24/11

AG

Jim is a good guy, goes to the same gym as me.

Shaun McDuffee definitely knows his stuff. Very charismatic and a smooth, likable guy. Personally, I couldn't get over the fact that his watch is too fancy and he lives in a 7 figure (plus) house, so we opted to not use him. I do respect the success he has achieved.

mrcAG05

Joined: Nov 20, 2008

Posts: 20

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4:59p, 1/25/11

My husband and I use Hugh Shine-a wonderful person with honesty and character. I highly recommend using him.

Financial Advisor Information from his website:
Address: 1 North Main, Temple, TX 76501
Phone: 254-742-1885 | 866-738-8812 Fax: 254-742-7714
Email: hugh.shine@wellsfargoadvisors.com