[Hidden-tech] Financial Planner

[Dan Green]

Hello,

 

I just wanted to offer my testimonial for Susan Wennemyr, whether your needs
are now or in the near future.

Susan is uncommonly bright, understands different perspectives and is
well-versed in "Green Investing".  After one conversation I'm sure you'll
realize that this is a rare and unique individual.

I copied her contact information below for convenience.

 

Thanks,

Dan

 

Susan Ware (a.k.a. Susan Wennemyr; I'm simplifying for business purposes.)
(413)687.8755

 

 

Dan Green
Area President

TruePresence

498 South Gulf Road  Belchertown, MA  01007 
Direct: 413.253.3400 |  Fax: 413.253.3400
 <mailto:dgreen at truepresence.com> dgreen at truepresence.com  |
<http://www.truepresence.com/> www.truepresence.com

 

  _____  

From: hidden-discuss-bounces at lists.hidden-tech.net
[mailto:hidden-discuss-bounces at lists.hidden-tech.net] On Behalf Of Bruce G.
Hooke
Sent: Thursday, January 25, 2007 6:25 PM
To: hidden-discuss at lists.hidden-tech.net
Subject: [Hidden-tech] Financial Planner

 

Hello all, 

I have a friend who is looking for a financial planner in the valley
(ideally near Amherst (or in the Worcester area)) who can help her with some
retirement planning. She is a social worker and does not have tons of money
so she needs someone who is not too expensive. She does not need someone
"fancy" because she does not have the kinds of complex issues that people
with more money tend to run into. I'd like to avoid sending her to someone
who also offers investment services and the like because she needs to be
sure she is getting advice that is not biased towards some service or
investment the person is trying to sell. I realize this will mean paying the
person up front. 

She is distinctly left-leaning in her politics so someone who can understand
that perspective would be good! 

Many thanks, 
Bruce Hooke 

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