Talk of The Villages Florida - View Single Post - Any suggestions on a great financial / retirement professional in The Villages?
Thread: Any suggestions on a great financial / retirement professional in The Villages?
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Old 08-04-2024, 08:52 AM
CarlR33 CarlR33 is offline
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Originally Posted by Vinscalese View Post
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 !
I am not sure in this day and age why you would need someone local unless you want to actually sit at a desk with them (get a free coffee or pop?) when you do your quarterly or annual reviews that we do by a Zoom call even when we were local to them? Just my 2 cents.