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04-02-2012, 05:22 PM
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Platinum member
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Join Date: Jun 2010
Location: Brooklyn, Queens, Nassau County, Evansville IN, Boca Raton, Toledo OH, Pennecamp
Posts: 1,806
Thanks: 1
Thanked 1 Time in 1 Post
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Quote:
Originally Posted by CTgolfer
I did a search, but most of the information is a bit older. We are looking for a local investment advisor... someone who will take our current portfolio, review it and re-invest it as needed, watching the market and moving money accordingly. Your recommendations are greatly appreciated.
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I have been very happy with Todd Yokum at the Smith Barney office by Sweetbay.
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