Talk of The Villages Florida - View Single Post - Financial retirement
View Single Post
 
Old 09-28-2021, 08:08 AM
DAVES DAVES is offline
Sage
Join Date: Feb 2014
Posts: 3,539
Thanks: 196
Thanked 1,920 Times in 984 Posts
Default

Quote:
Originally Posted by coralway View Post
Log onto your Fidelity account, Planning and Advice, Find an Advisor.

Been a Fidelity client since 1986. Anyone you get there is very helpful and their advice is golden.
I've been with them longer than that. As far as advisors, I've had several over the years-some better than others. I am spoiled. I previously had a guy who had in the past been a fund manager. I agree all are helpful. They need to know quite a bit. A part of knowledge, which is sadly very rare, is knowing what you do not know. More than once I've had people say you want to talk to, I'll transfer you. Or you need to call back at normal business hours.

As implied, they are helpful. I am spoiled. In the past I had GREAT.