If you are looking for a fiduciary to manage your investments, i.e. someone who only considers what is advantageous to you, you might check with Hallmark Capital Management, (407) 630-1448. They don't have an office here but are associated with Charles Schwab and use their offices in Lake Sumter Landing to meet with clients or will go to your home.
Raymond James in Brownwood seems to be pretty competent too. Note each Raymond James office seems to have completely different staffing; the people I have talked with are in the Brownwood office, 352.674-1690
Charles Schwab has an office in Lake Sumter Landing. Their advisors do NOT get commissions but are not necessarily fiduciaries either. But their advice is worthwhile. However they can help you find financial advisors who are fiduciaries. 352-430-3080.
There are a lot of the major stock brokerages and independent ones too, with offices in The Villages that will help you find a fiduciary to help you manage ,your wealth. Even though it is really time consuming it's worth your while to poke around at as many of them as you can.
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Originally Posted by Henryfrakl
Looking for name of an advisor preferably from Fidelity or another national firm. That truly understands wealth retention and income.
Thanks in advance for any advise.
Henry
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