Updated over 3 years ago on . Most recent reply
One Stop Shop Company
Aloha,
Is there a one stop shop company that provides Financial Planner, Tax CPA, Retirement Planning. Any one heard of Oak Harvest Financial Group? Does David Green have such a business...currently I have an Edward Jones Advisor, Trust Attorney, Tax CPA, NO financial planner and looking to retire in June. Seems like one company that offers ALL the services mentioned would be helpful. Thank you, Denise