Talk of The Villages Florida - View Single Post - Advice
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Old 08-10-2022, 08:03 AM
rsmurano rsmurano is offline
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Did you look to see if TV has a club that would meet your needs? You have to watch out for financial planners, fee paid or commission. What do they want to do? Sell you an annuity, insurance (long term), or investments? Even few paid they can direct you to something they make money on.
For legal questions, find a good lawyer and usually they have a free 30 min meeting to talk about your issue or they charge by the hour or charge flat rate for wills, etc..
For brokerage companies, I know a dozen friends that thought their broker was making them money or giving them the right advice because they were paying them. WRONG, the only person making money was the broker. I’m not saying ALL are like this, but a lot are: big established brokers and small 1’s.