[Hidden-tech] Independent financial advisors sought

[andrew bellak]

I have 3 recommendations for you.

If you want a planner who can provide insurance products, contact Susan
Wennemyr of the Davis Group out of Hadley, swennemyr at finsvcs.com, fee-based

Doug Wheat of High Ridge Financial out of Northampton,
www.highridgefinancial.com, doug at highridgefinancial.com, fee only

And Jennifer Johnsrud of TEAM Wealth Investments, out of Amherst,
www.teamwealthinvestments.com, Jennifer at teamwealthinvestments.com, fee only

Of note, all three are strong in socially responsible investment (SRI) as
well.

They are all friends, please feel free to tell them I recommended them.

Good luck, Andrew

 
Andrew Bellak
Andrew at stakeholdersinc.com
413-549-4589 home / office
646-552-5783 mobile

-----Original Message-----
From: hidden-discuss-bounces at lists.hidden-tech.net
[mailto:hidden-discuss-bounces at lists.hidden-tech.net] On Behalf Of B.
Melville
Sent: Wednesday, March 12, 2008 1:24 PM
To: hidden-discuss at lists.hidden-tech.net
Subject: [Hidden-tech] Independent financial advisors sought

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I'm looking for recommendations of good independent (fee-based, not 
commission based) financial advisors in the area. Any ideas?

I vaguely remember that this subject was covered months ago, but I 
can't figure out how to get back to that discussion.

Thanks,

Bobbi

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