Aug 06

If you are looking for a top financial advisor around Houston, Texas you may start your search by looking at a list of top 100 financial advisors in the state of Texas.

The following 10 financial advisors from Houston made it into the list.

1. William Gouldin of Morgan Stanley Smith Barney was the top advisor from Houston at number 2.

2. Nestor Vicknair of Merrill Lynch was ranked at number 3

3. Will Leven of UBS PWM was ranked at number 4

4. David Novelli of Morgan Stanley Smith Barney was ranked at no. 7.

5. Howard Lorch of Wells Fargo Advisors was ranked at number 10

6. Richard Ashcroft of Wells Fargo Advisors was ranekd at number 11

7. James Coffee of Merrill Lynch was ranked at number 12

8. Scott Tiras of Ameriprise Financial was ranked at number 15

9. David Harris of UBS Financial Services was ranekd at number 16

10. Elizabeth Lockwood of UBS Financial Services was ranked at number 17

For other top financial advisor around Houston check out Barron Top 100 financial advisors.

Another place to look for financial advisor around Houston is to look up the financial advisor listed in Yelp. One thing I like about Yelp listing is that the advisors are reviewed by users. People who have had a business relationship with the financial advisor.

Check out YELP Houston

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

Jul 30

If you live in San Francisco area and you are planning to open a checking account or savings account with one of the local banks. You have a choice of many banks based in San Francisco area.

Banks in San Francisco Offering Checking & Saving Accounts.

Banks in San Francisco offering checking account include; US Bank San Francisco, Bank of America San Francisco, HSBC Bank San Francisco, Wells Fargo Bank San Francisco, Patelco Credit Union San Francisco, First Republic Bank San Francisco, Sterling Bank & Trust San Francisco, United Commercial Bank San Francisco, Bank of the West San Francisco, plus many more.

Choosing an account is part of good personal finance management. It is important to check what every bank In San Francisco area is promising. Checking and Saving accounts should be evaluated in the following criteria.

Checking & Saving Account Fees.

Know every fee that you are going to incur during normal usage of the account. Stay away from banks that charge maintenance fees, they are an absolute no-no, as they’ll eat all interest you might earn.

Free Online Banking

In this day and age their is no point in visiting your bank to make simple transactions. It saves time and money.Some banks charge for online transaction so look for banks that offer free online banking.

Customer Service

A good bank should provide support in form of email, telephone and chat. Even in this age a good bank should be able to provide a customer with an opportunity for a face to face chat with a customer advisor at a local branch. The best way to evaluate a banks customer service is ask current customers.

FDIC Insurance

Just make sure that your account is FDIC insured before putting your money in.

Checking Account & Saving Accoun Interest Rates

A good account should provide a competitive interest rate. Be wary of banks with high interest rates because most of them have hidden fees that eats up the interest earn. Read the paper work slowly and mindfully.

Whatever bank account you choose, choose wisely and carefully and do your own thorough research.

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

Jul 17

For investors living around Palm Beach, Florida. If you are searching for a financial advisor to manage your money or on how to invest you may consider having a look at the list of 100 financial advisors in the state of Florida.

The list was compiled by barrons online. The following financial advisors based in Palm Beach made it into the list.

1. Kevin McCluskey of Wells Fargo Advisors, he was ranked no. 15

2. Kurt Sylvia of UBS Financial Services was ranked at No. 18

3. James Mahoney of Merrill Lynch Palm Beach was ranked at No. 19

4. Gregory O’Hare of Merrill Lynch was ranked at No. 24

5. Michael Nickler of Morgan Stanley Smith Barney was ranked No. 28

6. Christopher Andrews of Merrill Lynch was ranked no. 39

7. Thomas Smith of UBS Financial Services was ranked no. 43

8. Anthony Rizzo Deutsche Bank Alex. Brown was ranked no. 48

9. Karen McKinley of Merrill Lynch Palm Beach was ranked No. 67

Source Barron top 100 financial advisors

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

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