Fee-Only Financial Adviser

meihua

meihua

Apr 9, 2015 at 4:24am Edited
We are looking for a fee-only financial adviser to give us some independent advice about our savings and investing. We do not want any one affiliated with a bank or investment house. Has anyone worked with such a local adviser that you would recommend. Thanks!

truegrid

truegrid

Apr 17, 2015 at 9:38pm

Yes we just started working with Bill Lachance

bill@wjladvisors.com

Found him to be reasonable and all fee only.  We did an initial assessment and then can work with you depending on your needs.

He is in Chatham, so not sure how local. 



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