I'm Looking for a Financial Advisor, Any Suggestions?

You ask, Patch answers.

"You Ask, Patch Answers" is where we strive to find answers to all your questions—big, small and in-between—about the town we live and work in.

Whether it’s something you’ve always wondered about, some information you just can’t put your hands on or a sudden curiosity, we want to hear it.

Send your queries to judy.davids@patch.com or leave them in the comments section below, and I will do my best to dig up an answer for you. You also can call me at 248-231-4667.

Patch reader Nate writes: "I'm looking for a financial advisor. Any suggestions?

To answer Nate's question, Patch asked Facebook readers. Here's what they said:

  • Marlene Konkoly: Nancy Salvia at Merrill Lynch.
  • Sue Baldock: Mine is excellent; she's in Dearborn at Ameriprise Financial. Let me know if you'd like more information.
  • Kelly Muller: Eric Zimmerman with Ameriprise in Troy
  • Katie Bonus: Jason Van Duyn
  • Ruth Colleen Sirochman: Russ Jones in Troy
  • Stephanie Comptois: Steve Mattar of Mattar Financial in Troy. Great honest guy that won't stearin you wrong. I worked for him for 13 years before I got sick and disabled.
  • Mike Ripinski: Reid Beyerlien with Raymond James. His office is on 12 mile in Berkley. Memeber of RO chamber and Optimist Club.
  • Scott Bondy: Lindsay Bondy
  • Mark Schneider: Reid Beyerlein!
  • Ashley Elizabeth: Steven Case in Bloomfield Hills. (financial-independence.com) I've been with him for 11 years.
  • Jeff Hewson: Nancy Salvia at Merrill is very good. 

Chris Nicholson January 18, 2014 at 03:07 PM
You should look at www.futureadvisor.com. It's an online investment manager, not a broker, that will get you into low-fee indexes, diversify you away from domestic stocks, and minimize your tax exposure.


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