Personal Investments • Looking for Financial Planner in Boston area

I've heard (personally) a couple of recs for https://www.financiallyintune.com/ out of Stoneham, and there is some stuff on their web site I feel positive about. They will happily work hourly, and the people I know that use them work that way, but they will also do AUM arrangements. I have no business relationship with them.

Personally I wouldn't have a problem working with somebody remotely as long as their data security practices seems reasonable. (I do not consider "email me all your financial data" reasonable.) That's a lot about personal comfort, though--you be you!

ETA since I just saw this:

We hired John Luskin a couple of years ago for a consultation. He was very helpful. He learned a lot of his craft from Rick Ferri. They both have waiting lists but you could get on the list and in the meantime, you could start asking questions on this forum, just to get started.

I don't think there's much point in getting on Rick Ferri's waitlist--I recently heard him say publicly (one one podcast or another) that his client backlog is longer than his retirement window and he's sure he won't get to all of them.

Statistics: Posted by glitchy — Wed Sep 04, 2024 9:37 pm — Replies 6 — Views 492

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