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Minnesota

(12,829 posts)

14. You're ethical and you look at research all day. OK, got it. n/t

Tue Oct 1, 2013, 11:28 AM

Oct 2013

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Does anyone have a socially conscious financial planner they can recommend ? [View all] annm4peace Sep 2013 OP

Start with a small portion of your money EgyptianDentist Sep 2013 #1

I agree with progree geardaddy Oct 2013 #25

thanks for the info.. annm4peace Sep 2013 #3

Sit Investment Randomthought Sep 2013 #4

you work at RB Wealth ? annm4peace Sep 2013 #5

?? Randomthought Sep 2013 #6

I mentioned RB Wealth (Later: oops: RBC Wealth Management) progree Sep 2013 #7

RB Wealth Randomthought Sep 2013 #8

I think RBC is Royal Bank of Canada progree Sep 2013 #9

no UBS is not USBank Randomthought Oct 2013 #10

I just work in the industry so what do I know Randomthought Oct 2013 #12

So, tell us about your record, then. progree Oct 2013 #13

You're ethical and you look at research all day. OK, got it. n/t progree Oct 2013 #14

Two very similar names Randomthought Oct 2013 #15

I wouldn't move the 401 k either Randomthought Oct 2013 #18

401 k progree Oct 2013 #19

rules on the 401k Randomthought Oct 2013 #20

I don't work in mutual funds Randomthought Oct 2013 #22

and you have more time Randomthought Oct 2013 #24

Is this anything????? glinda Oct 2013 #26

thanks everyone. I was just looking for a name annm4peace Oct 2013 #27

FWIW, just because a place advertises with AM950 ... SomeGuyInEagan Oct 2013 #28

If I were younger and more energetic, roody Oct 2013 #31