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How can I find a good financial advisor?

I need help with tax advise, retirement advice and financial planning.

Honored Social Butterfly

[2/20/25] @cknudsen , IF you are old enough (now there are age 18+ AARP members), your LOCAL LOAA (local office of aging) MAY help.

 

At age 67 this year, they did ALL my "legal" documents (will and so on) for FREE.

 

I also go there for MEDICARE help as needed.

 

Depending on WHAT you are NEEDING and if there is one "near" you - they may be your solution.

 

Good luck!!! ๐Ÿ‘ต

 


[*** @cknudsen wrote:

I need help with tax advise, retirement advice and financial planning. ***]


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Conversationalist

If you belong to a credit union, many have free services from financial advisors

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Bronze Conversationalist

Go to your bank. 

Papaw of Boo
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