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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 your current investment firm has done a good/great job getting you to retirement, why leave them when you have reached your goal. We moved from the left coast and kept our WF Advisor. I can call him and his team at any time. We have quarterly video calls. I monitor investments via an online acct. Easy peasy. No need to change.