Quote:
Originally Posted by KJ1325
I'm in Ohio and I need a good Certified Financial Planner. Most all of my investments are with Vanguard and a couple of business's which for the most do not require much from me. My CPA isn't much help as they just tell me to save and don't spend. Anybody have any good recommendations? Fee's?
Thanks
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Kieri Waddell at The Estate Planning Team. Middleburg Hrs. Ohio 440-239-2090
Fiduciary planning , purchase blocks of time at a fix rate and as use it as needed. They have clients in Ohio and TV.