
11-28-2021, 09:27 PM
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Sage
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Join Date: May 2010
Location: Drayton Plains, MI, Vietnam, Waterford, MI, Pennacamp, Fernandina, Duval, 1 retired in Richmond
Posts: 2,602
Thanks: 17
Thanked 1,850 Times in 717 Posts
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Quote:
Originally Posted by DAVES
Not sure I understand your post. If, you are happy with your current advisor and are a temporary Villager, surely you can continue to use the advisor you have been happy with.
If, you are unhappy with your advisor, you can surely request another advisor. If, you are happy with your advisor but want a local Villager advisor, I would ask your current advisor, they either know who is good or can find out for you.
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Our guy in Michigan handles our day to day. However when we need to deposit large checks in TV it’s a bit*** to wire it or send check back to Michigan. He suggested we set up a base savings with ML, in TV, then monies can be deposited local, and moved when needed. With today’s issues, he felt it best to deal local. Our guy could only recommend someone in Tampa, which is farther than I wanted to drive.
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