Talk of The Villages Florida - View Single Post - Who is the best financial advisor in The Villages?
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Old 08-08-2015, 04:24 PM
MoeVonB61 MoeVonB61 is offline
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Been with Fidelity a long time...TRUST them whole heartedly and the "advice" rather than "sales pitch". Nick Langler at Lake Sumter Landing....ALSO, their computer software programs to self analyze your portfolio against stock and bond indexes are OUTSTANDING....they "advise" and you can go home and easily do a reality check with their tools online AND implement yourself for free....LOVE their "NTF" no transaction fee queries.....I left Merill Lynch for them....!!