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jrdavid68 jrdavid68 is online now
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Join Date: Jan 1999
Location: A Fly Over State
Posts: 1,579
Financial Advisors?

I have a friend who just took early retirement from his company. He will be receiving a lump sum payout and is struggling with what to do with it - it needs to be safe. A money market IRA at his bank is only paying 2.25% at this time.

I have encouraged him to seek out financial advisors, and so far he doesn't really trust the ones he has met with.

Are there any financial advisors here that might have some advice? Anyone have a good recommendation for a Financial Advisor in the San Francisco area?

Thanks,
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Old 02-24-2005, 04:20 PM
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