Reply To: Seeking Financial Planner

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I know he isnt in the city…but I recommend .  We’ve been with him for nearly a decade and think he does a fantastic job and he is incredibly flexible about scheduling meetings (including coming into the city to meet you if need be).  I don’t know that he has (or doesnt have) particular experience with gay couples…but I would tend to believe the money doesnt differentiate based on your partnership? hehe.  But at least give Josh a call and find out.