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Originally Posted by Carla B
Can you name any around here? I'd like to know.
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I invest exclusively with Vanguard and Fidelity Investments. Vanguard has Certified Financial Planners available for consultation for free. But, you may need to have a certain amount of assets to use their free service. I would highly recommend Vanguard for any type of investing and advice. If you want to be able to meet in person with someone, Fidelity has an office at Lake Sumter. I don't think you can go wrong with either Vanguard or Fidelity for any type of investments. I prefer to use mutual funds, but, If you want to invest in individual stocks and bonds, you can set up a brokerage account and they will help you.