[Hidden-tech] Looking for a financial planner

Wendy Marsden wendy.marsden.cpa at teaandtaxes.com
Fri Oct 24 09:44:14 EDT 2014


Hi Daniel, I am texting you from the NAPFA conference. I will be back next
week and can call you. In the meantime, Google to find the value of a
few-only fiduciary planner like me. - Wendy Marsden CPA CFP
 On Oct 23, 2014 4:23 PM, "Daniel Belmont" <dbelmont2 at gmail.com> wrote:

>
>
>
>
> Hello All --
>
>    I am looking for a financial planner to help me with how to invest
> money from an inheritance and as well to plan for retirement.
>
> Thanks !
>
> Dan
>
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