Talk of The Villages Florida - View Single Post - Recommendations for Financial Advisor
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Old 09-24-2024, 02:26 PM
Stu from NYC Stu from NYC is offline
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Quote:
Originally Posted by ellenwelsh View Post
Many financial advisors sponsor information meals at local restaurants. Attend a few and make appointments to meet privately with one or more that appeal to you.
Before you do a private meeting ask them for their qualifications and experience. Have found many have very little of both.