Quote:
Originally Posted by hulahips
am looking for a "financial advisor" not a planner who wants to sell me some product just someone to ADVISE where or what to invest in during these volatile times and perhaps look over our portfolio to see if we're heading in right direction. any advise?
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YES - the only ones we now use is Fross & Fross at Sumter. They are wonderful professionals, smart, and they do it right. Most investment companies around here want to sell you life insurance, annuities, long term care, etc. because they make Big commissions on these products. Be proactive and smart with your assets. Advisor/planner what matters is your asset protection and income for the long haul!
MV