Quote:
Originally Posted by newvillagegirl
Looking for a new financial adviser/broker in or near TheVillages. We would prefer to have someone local to work with.
Does anyone have some good recommendations where you have had decent results in this market over the last two years?
Thanks.
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Cebert Wealth. they are on 466 just across from Laurel Manor. they do not advertise but are wonderful. diversified and have helped me through the market ups and downs. not sure of number right off, but they are in the phone book.