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Personal experience with Financial Advisor?

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Old 01-10-2021, 07:43 AM
Dotneko Dotneko is offline
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Default Personal experience with Financial Advisor?
We would like to speak with a financial advisor. Anyone have personal experience with someone? Mortgages, investments, taxes, etc.
I guess i would like someone not affiliated with a particular bank.
TIA
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Old 01-10-2021, 08:36 AM
mrf6969 mrf6969 is offline
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Synergy Wealth Alliance is a terrific company here in The Villages. Been with them for 15 years now. They do a great job of protecting your assets. No games or large commissions (that you pay for) like one particular company here in TV that you see billboards all over.
Contact matt@synergywealthalliance.com or call (352) 259-8498 and ask for Matt or Carrie.
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