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Originally Posted by Vinscalese
Moving to The Villages and need a new Financial / Retirement professional ? I have worked with Merrill / Goldman in the past but looking for a local more personal experience going forward. Thanks all !
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If you have someone now, and you trust them...................talk to them now, before you leave. Tell them your plans, get advice from them about how you are positioned now (probably fine going forward) and stay in contact with them via phone, zoom, etc.
There are good individuals down here..............but they all want $$$$.
Stay away from the annunity sellers down here.
Good Luck