Talk of The Villages Florida - View Single Post - Who is the best financial advisor in The Villages?
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Old 07-21-2015, 01:03 PM
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billethkid billethkid is offline
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The best one is the one who helps you meet your financial goals. The good ones will offer to show you the track record on dollars invested vs plan one, five and ten years.

Also be on the look out for how they make their money with you as a client.

Usually two ways. One is flat fee based and this is usually more than made up in the invested returns. The second which I recommend against are those who make their money off the product they invest your money in. Here the incentive is for them to sell you something vs is it the best for your investment startegy.

Check the bigger banks like Wells Fargo and Chase who both have private banking investment and securities advisors....who are tied into their national securities investment and fund management systems.

Good Luck.

Lastly, don't limit your possibilities by only looking at the private investors that happen to be in TV.