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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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I have been with Fidelity for years and really like my advisor: Nick Langler. He's at Lake Sumter office: 352-205-8836 ext 58186 Tons of analysis available to achieve your preferred financial goals.