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Financial Advisor, South Bay

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Old Feb 22, 2008 | 02:49 PM
  #1  
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CLS
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Financial Advisor, South Bay

I am looking for recommendations for a financial advisor in the south bay area anything South of SFO is fine. You can post here or send PM, thanks!

Craig
 
Old Feb 23, 2008 | 07:45 AM
  #2  
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if anything in sf is cool drop me an email.... depends what you're looking for but i might be able to point you
 
Old Feb 23, 2008 | 11:05 AM
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craigger, call me/email me. I am with the #1 team in all on North America (ranked in the SF business journal) and they are awesome!

I will be happy to introduce you to at least meet with them.

One thing you want to do when looking at financial advisor is interview with several before committing with a firm/individual.

thanks
fred
 
Old Feb 23, 2008 | 12:22 PM
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A good friend of mine is a financial advisor at the Hall Walsworth Group at Smith Barney. PM me if you want an intro (they do high net worth clients)...
 



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