Talk of The Villages Florida - View Single Post - How did you choose your financial advisor?
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Old 06-09-2024, 12:44 AM
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AMB444 AMB444 is offline
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Default How did you choose your financial advisor?

Did you just stick with the same person from before you retired (stayed with employer advisor)?

Was there something about the one you have now? Something that they said that you decided to trust them and go all in?

What was important to you about what they told you during consults/phone conversations?

Are they basically all the same?

Also, if you "jumped ship" to another advisor what prompted that decision for you?

Thanks!