Quote:
Originally Posted by MsSurfer
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.
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If you are NOT in tune to investments, I would definitely go with a company and an assigned advisor (at least to start with). The company and its cost to you does mean a lot but the advisor more so. I had an account with one of the favored companies mentioned in this thread but soon found his interest was more in himself. This was when I first moved to TV.
Another example was in the case of a different account, one I kept out of state. I was about to close that account because of the adviser but heard he resigned from the company. The advisor that took over my account was a blessing; we've been with him for about 45 years.