Talk of The Villages Florida - View Single Post - Who is the best financial advisor in The Villages?
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Old 07-30-2015, 08:01 AM
Bonnevie Bonnevie is offline
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Default now doing a mix

Quote:
Originally Posted by Chi-Town View Post
Bonnevie, good for you. I'm glad it has worked so well. I don't use Fross and Fross myself, but the OP's question concerned advisors in The Villages. I know a number of people who use them and are pleased with their choice.
I don't entirely do it on my own now. I am using Fidelity which gives me the option of having them manage it for a fee, or to give free advice and I make the trades. I am doing a mix. If I can perform better using index funds then I will take over all my investments.

It wasn't until I went there that I fully discovered the mess that some of money was tied up in that I can not get it out of for years....