Talk of The Villages Florida - View Single Post - Investment Company
View Single Post
 
Old 07-15-2016, 08:16 AM
Bonnevie Bonnevie is offline
Platinum member
Join Date: Jul 2012
Posts: 1,537
Thanks: 12
Thanked 732 Times in 240 Posts
Default

do NOT go to Fross & Fross. they charge a fee and also get commissions off what they sell and they will sell you private REITs that tie up your money for years or annuities. They dazzle you with their office and other perks but all that dazzle is paid for by their clients, all in my opinion as a former client. Go with either Vanguard or if you want the convenience of someone to talk to face to face, to Fidelity in Lake Sumter Landing. There you can choose to use their fee service or just get their advice and manage your own.