Talk of The Villages Florida - View Single Post - How did you choose your financial advisor?
Thread: How did you choose your financial advisor?
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Old 06-10-2024, 06:16 AM
BOWRUNNER BOWRUNNER is offline
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Originally Posted by AMB444 View Post
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!
My advisor said don't let your wife have any credit cards, it worked well so far