Jul 08

If you live in Miami and you need a financial advisor you may look at the list of top 100 financial advisors in Florida by Barron Online.

On that Barron list the following financial advisors were ranked among the top 100.

1. Patrick Dwyer of Merrill Lynch was ranked no 1 on the list

2. Michael Wilson of Merrill Lynch was ranked no 31 on the list

3. Alexander Fernandez  of Morgan Stanley Smith Barney was ranked no. 32

4. Matias Cavalieri of Morgan Stanley Smith Barney was ranked at No. 47

If you are not interested in the highstreet financial advisory firms you may look at independent financial advisors around Miami.

  1. Ashley A. O’Kurley of John Hancock Financial Services
  2. Luisa M. Bravo of L. M. Bravo & Associates
  3. Richard G. King of Richard G. King Insurance Agency, Inc
  4. Jorge E. Mercado, of Jorge Mercado & Associates, Inc
  5. Donald Allan Brown, of Brown & Associates

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , , , ,

Jul 06

Roger Coleman, Morgan Stanley Smith Barney was ranked number one on 2010 Barron list of top 100 financial advisors in the state of New York.

Roger Coleman Investing advice

Roger Coleman preaches diversification, and has his managers following a Morgan Stanley model for global allocation: about 30% in bonds; 45% in equities; and 25% in alternative investments.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , ,

Jun 18

With high net worth individuals around Los Angeles, the city has a large population of financial advisors. Financial advisors are spread from high street wallstreet to your next door independent advisors.

If your search is for the high street advisors, one suggestion is to look at the ranking of California financial advisors by barrons online.

Top Five Financial Advisors around Los Angeles

According to Barron the following financial advisors made up top six of their ranking :-

  1. Drew Zager Morgan Stanley PWM
  2. Steve Lockshin - Convergent Wealth Advisors
  3. Bruce Treitman - Deutsche Bank Alex. Brown
  4. Palmer Murray - Morgan Stanley PWM
  5. Richard Jones - Merrill Lynch
  6. Steven Levine - UBS Financial Services

Others notable financial advisors near Los Angeles and not on the Barron list and whom you can easily find online are:-

  1. Westlake Financial Services Los Angeles
  2. Axa Advisors Los Angeles
  3. Strategic Financial Group Los Angeles
  4. HREC Financial Advisors Los Angeles
  5. Oaktree financial Los Angeles

Just keep in mind being more expensive does not mean they are the best. One of the best ways to find potential financial advisor is by talking to others. Check with friends and family or anyone else that you trust for referrals as well. Your family and friends have your best interest at heart and you can never go wrong asking for their advise.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Jun 17

If you live around San Francisco and you need suggestions for a good financial advisors you need to look for a great financial advisor. Not one of those cut throat brokers that are just out to get your commission on trades. But one with your best interest at heart.

Looking for a Top Ranked Financial Advisor In San Francisco on Barron List

One of the places to find a Financial Advisor around San Francisco is the ranking of top financial advisors in San Francisco by Barron Online.

According to the 2010 Barron Ranking of San Francisco financial advisors, Top five were :-

  1. Troy Griepp of Morgan Stanley PWM
  2. Dan Osborne Merrill Lynch
  3. James Hulburd Merrill Lynch
  4. Sanford katz Credit Suisse Securities
  5. David La placa Deutsche Bank Alex. Brown

San Fransisco Independent Financial advisors

These are the big firms and like all other big firms they don’t come cheap. If they are expensive for you, you can always look for the independent advisors based around San francisco.

Another good place to find the San Francisco financial advisors is at Yelp online. This financial advisors are rated by people like, people who have done business with them. You can search for financial advisors near your neighbourhood and read other people have to say about them.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , , , ,

Apr 14

The consensus in wallstreet is that mortgage rates in US will continue to rise in 2010, 2011 and beyond.

According to this New York times article, this is what the analyst had to say:-

Bill Gross (he has made millions, NO! billions, investing in bonds) – It’s been a great thrill as rates descended, but now we face an extended climb.

The Mortgage Bankers Association expects the rise to continue, with the 30-year mortgage rate going to 5.5 percent by late summer and as high as 6 percent by the end of the year.

Morgan Stanley, are predicting that rates could rise by a percentage point and a half by the end of the year.

JPMorgan Stanley are forecasting a more modest half-point jump.

They cant agree mortgage interest rates will go up by how much but the consensus is up.

written by Constantine Njeru \\ tags: , , , , , , , , , , , , , , , , ,

Theme designed by Wordpress Hosting supported by Best Web Hosting.