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Thread: Recommendations for Financial Advisor
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Old 09-24-2024, 07:48 AM
Ross Ross is offline
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Originally Posted by MsSurfer View Post
I am looking for recommendations for a financial advisor within The Villages that can help someone totally reluctant to make any change from a current broker. Do you know of a professional who offers reliable advice about annuity and other investment accounts (to someone totally ignorant about investments)? I have an appointment with Truist about an annuity account, but aren't there other options, whether it be a bank or brokerage? Alternatively, are companies who offer a free meal to talk about retirement planning a legitimate option? The way their ads are presented reminds me of timeshare sales and makes me leery. Thank you for any responses.
Matt Plunket CFP,
Fidelity at Sumter Landing