Financial Advisor Recs

thumbsup06

Joined: Sep 5, 2012

Posts: 434

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12:40p, 11/7/15

AG

I am looking for a good financial advisor(s) for things like asset management, insurance advice, tax, etc. Doesn't need to be in the SA area but would be preferable. Please let me know if anyone has recommendations. Thanks and gig em!

AG_2006

Joined: Nov 1, 2006

Posts: 330

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8:22a, 11/26/15

AG

There are two really good ones in town based on what I've read in the SA business journal. Chuck Schwab and Ed Jones. They've even opened a few remote branch offices around town. They're the finest of the first.

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The Lurker

Joined: Nov 15, 2010

Posts: 675

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5:49p, 11/28/15

AG

Found a previous post regarding your question...

http://texags.com/forums/62/topics/1791714

ramirez78

Joined: Apr 8, 2012

Posts: 1,118

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8:17p, 11/29/15

Ask the business/investing board. Lots of people in this industry there and it's cheaper.