Talk of The Villages Florida - View Single Post - Need a financial advisor..
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Old 12-17-2013, 04:14 PM
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Quote:
Originally Posted by jazzeoneaj View Post
Does any one have suggestions for a good...financial advisor?

I've been with Wells Fargo Advisors and have not been happy with them..
one advisor lost a lot of my money thro poor management and he was let go from the company for other reasons I heard..............and the person who took over for him...well..I'm not satisfied either.

I'm looking for someone that will have a 2 way conversation.
Thanks.
What did your advisor have you invested in? Indiviidual stocks? Mutual funds? Bonds? Bond funds? Foreign stocks? Other?

When did you get started with them? Before the market crashed?

What do you think went wrong? What was his mistake?