Talk of The Villages Florida - View Single Post - Any suggestions on a great financial / retirement professional in The Villages?
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Old 08-05-2024, 04:29 AM
Singerlady Singerlady 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 !
Scott Windsor. He’s affiliated with Citizens First Bank and his fees are not outrageous. He also is a fiduciary.