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Old 08-28-2023, 09:08 PM
Robbb Robbb is offline
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Quote:
Originally Posted by retiredguy123 View Post
OP, you may be able to get what you need for free by making an in-person appointment with Fidelity Investments at Lake Sumter.
Thanks, I did talk to a Fidelity guy a few years ago and he was really just interested in pushing an investment.