Just looking for a few professional, experienced and local Financial Planners to refer my clients to. Figured I'd start with your recommendations.

Thanks guys!

-Matt

 

I'm a financial Agent recruiter for a large firm in St. Pete. Please let me know what type of planning you're clients are mostly looking for (estate, retirement, etc.) and I can give you the best local contacts in the area to send them to...

 

Well that would very obviously depending on each client but mainly, asset management, estate, tax stratigies, advice that the clients of my mortgage planning firm would benifit from.

I'm basically seeking to establish new relationship partners to add to my team, in essence helping my partners build their business and adding a mortgage planning arm to their advisory practice.

Let me know if you know of anyone that would be interested.

-Matt Velazquez
Certified Mortgage Planning Specialist
www.HSMLoanYes.com
727-916-0475 Cell