Talk of The Villages Florida - View Single Post - Any suggestions on a great financial / retirement professional in The Villages?
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Old 08-04-2024, 08:00 AM
LeRoySmith LeRoySmith is offline
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I've been thinking about the same thing. I've been a do-it-yourselfer all my life and through dumb luck have done pretty well with it.

I'm thinking about getting an outsider involved and it's a pretty scary proposition, especially since the term fiduciary seems to have been watered down or redefined a little.

I've used citi gold wealth management a little bit I don't think that's the real deal.
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