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, 07:46 AM
sowilts sowilts 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!
Had a few when I first retired and was not satisfied with a person with contact by email, phone etc. Have an advisor Joshua, at Tower Federal Credit Union. Stop by and talk to him when we are staying at Annapolis. Very satisfied. LPL is the investor. I trust Joshua.