Who is your financial planner? Do you trust him/her? How large are their fees?
We use Money Matters in Plano TX. They charge 1% rather than set fees. If we don't make money, neither do they.
We use Dan Kuczero at Merrill Lynch. He grew up in New Lenox and now works at ML in Lisle, thats where his office is but comes to our house whenever we need to talk. The fees depend on what kind of account you want but he explains all that. And we do trust him. Have been with him for many years. His # is you want it is ###-###-####, email is ____@____.com
I have two that I recommend you talk with to see if they are a fit for you. Would you like their contact information?
Hi N.,
My planner is Margaret Remlinger, with Remlinger Financial Services. She's independent, so her fees go through her broker, not directly from me. I once had to ask her how she ever got paid.
She is fabulous! I have recommended her to several other people - even relatives - who ended up switching to her.
She can be reached at Remlinger Financial Services
13400 S. Rt. 59
Suite 116 #157
Plainfield, IL 60585
###-###-####
____@____.com
www.remfinancial.com
Here is the name and information for a financial planner. He is very professional, thorough, will listen to your concerns and questions, and an all around good guy.
I'm in a leads group with him, and have had him help us with some things.
I can't say enough good things about him!
Greg Jermak
Waddell & Reed, Inc
###-###-####
____@____.com
