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 Post subject: Financial Planning
PostPosted: Thu Mar 08, 2012 11:17 am 
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Joined: Fri Sep 25, 2009 8:22 pm
Posts: 5716
I need a new/different financial planner.

Nothing complicated, just someone to review the strategy, goals, targets, and help set up appropriate accounts for college savings, retirement, etc.

Needs to be in MD, and a well established firm.

There's a lot out there, any recommendations?


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