I'm looking for someone to help me (1) with my taxes and (2) give me sound financial advice on what to with my money. I've got a lot of questions with conflicting suggestions in books, articles, etc. I'd like to sit down with someone to discuss options and personalize my financial portfolio.

Any suggestions?

PS - in the Sugar Land area would be preferable!

I wish i would have found many people like you when I worked at UBS Financial...i would still have a job

Try calling Fidelity Investments. I used to work for them and they dont get paid by selling you the "product of the day". They are more objective and keep your goals and needs in mind. There is a guy I know in Houston that can help you if you would like his number. He can help you with the investing part but he is not a CPA and doesnt do taxes.

[This message has been edited by Sr. Gomez (edited 2/2/2006 5:12p).]

Dave,

If you are still interested in some help shoot me an email I would love to go over some things with you. I live in Sugar Land.

greg.eppes@gmail.com

david polizzi @ bkd in houston.