Financial Advisor Recommendations

3,304 Views | 12 Replies | Last: 5 yr ago by agnerd
75AG
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AG
We're looking for recommendations for a financial advisor in BCS. Does not have to be affiliated with A&M. Any help would be appreciated? Thanks!
Muzzleblast
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Al Ragsdale and Lynde Jackson at Merrill Lynch.
maddiedou
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AG
BITCOIN
hihozippo
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AG
I use Mark Savarino a NW Mutual. I've been extremely happy since moving to them. He really stays on top of things & keeps up with any changes in my life.
JR Ewing
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AG
Foster Ullmann is excellent!

foster@fundamentaladvice.com
backinbcs
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Wade Myatt at Merrill Lynch
mgreen
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Mark Bayliss and Wade Myatt at Merrill Lynch.
texagdoc
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AG
I recommend Jene and David at Paragon Financial. You might even run into former A&M QB Stephen McGee in the office!
75AG
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AG
Thanks everyone! Just got back from vacation and will start calling those recommended
Crusader
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We highly recommend Brian Cobb with Edward Jones in College Station - 979-693-0709. We've been with Brian for years. He is a man of highest integrity and puts his customers interests before his own profits. I can cite several personal examples of this.

Brian will work with you to determine your risk tolerance, and then help you establish and maintain an investment portfolio that you are comfortable with ... and all with absolutely no pressure.

... a good man; you can't go wrong with Brian Cobb.
JR Ewing
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AG
Matt Turnbo is an excellent financial advisor as well...I would definitely give him a shout if you're still looking.
harrierdoc
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AG
Any particular reason only in BCS?
75AG
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AG
harrierdoc said:

Any particular reason only in BCS?
Not really. Just live here.
agnerd
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AG
I've got rid of my financial advisor after finding better information here:

https://texags.com/forums/57

You looking for someone to help with general financial planning or someone to pick stocks for you?
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