I do business with both Fidelity and Vanguard (and T.Rowe Price) for different types of Investments.
The Fidelity Office in The Villages is one of the best Brokerage Offices available any where and we are
so lucky to have them at Sumter Landing. Take for instance Estate Planning with Fidelity or Price
is not available on a one on one meeting.. You cannot meet with Vanguard on a moments notice in
person unlike Fidelity. Again different investments.. I am not aware of the office within
Florida for Vanguard.
|