Need Good Financial Adviser

» Site Navigation
Home Page The Villages Maps The Villages Activities The Villages Clubs The Villages Book Healthcare Rentals Real Estate Section Classified Section The Villages Directory Home Improvement Site Guidelines Advertising Info Register Now Video Tutorials Frequently Asked Questions
» Newsletter Signup
» Premium Tower
» Advertisements
» Trending News
» Tower Sponsors




















» Premium Sponsors
» Banner Sponsors
» Advertisements
Closed Thread
Thread Tools
  #1  
Old 01-31-2015, 07:57 AM
JoanCCF JoanCCF is offline
Member
Join Date: Jan 2014
Posts: 35
Thanks: 0
Thanked 0 Times in 0 Posts
Default Need Good Financial Adviser

Can anyone suggest a good, local financial adviser who you also use?
  #2  
Old 01-31-2015, 09:56 AM
Bonnevie Bonnevie is offline
Gold member
Join Date: Jul 2012
Posts: 1,420
Thanks: 11
Thanked 440 Times in 159 Posts
Default

I use Fidelity--have option of using advice provided and managing my own or using their services for fee office in LSL
avoid fee based advisers that are abundant in the Villages
  #3  
Old 01-31-2015, 10:48 AM
tommy steam tommy steam is offline
Gold member
Join Date: Dec 2011
Location: New York, Georgia , Arizona, Vietnam 66 67
Posts: 1,367
Thanks: 0
Thanked 3 Times in 3 Posts
Default

Try googling , Fee Only Financial Advisor ... There are two in the area. They do not sell you anything but will advise you . They charge by the hour.
  #4  
Old 01-31-2015, 10:49 AM
outlaw outlaw is offline
Soaring Eagle member
Join Date: Oct 2014
Posts: 2,009
Thanks: 0
Thanked 0 Times in 0 Posts
Default

Vanguard! It's online. The only shareholders are the clients. Buy a life strategy fund and spend less time worrying about your investment decisions.
  #5  
Old 01-31-2015, 10:55 AM
Tobys Dad Tobys Dad is offline
Member
Join Date: Apr 2014
Posts: 87
Thanks: 5
Thanked 1 Time in 1 Post
Default

I highly recommend Graunke and Hentz. Baylee Plaza on 441. Ask for Brian, 352-205-4101. Been with Brian for 7 years, doing well, earned our trust.
  #6  
Old 01-31-2015, 12:40 PM
Bonnevie Bonnevie is offline
Gold member
Join Date: Jul 2012
Posts: 1,420
Thanks: 11
Thanked 440 Times in 159 Posts
Default

however, again caution....fee based is not the same as fee only. fee based means they can make commissions off stuff they sell you.
  #7  
Old 01-31-2015, 04:38 PM
dplars dplars is offline
Senior Member
Join Date: Sep 2013
Location: Santo Domingo
Posts: 142
Thanks: 20
Thanked 19 Times in 10 Posts
Default

best do your best on getting educated on investing options. In The Villages annuities seem to be king. They give the "advisor" the largest commission therefore whoever you go to, they will enter the conversation. what are your objectives? Tax avoidance? then muni bonds, etc. Its painful but do your best to educate yourself and remember 99% of the advisors go to the same charm school and use the same computer allocation program.
  #8  
Old 01-31-2015, 04:48 PM
gomoho's Avatar
gomoho gomoho is offline
Sage
Join Date: May 2012
Posts: 4,341
Thanks: 0
Thanked 1 Time in 1 Post
Default

Might want to check out the Financial Planner that is a sponsor of TOTV.
  #9  
Old 01-31-2015, 05:40 PM
villagetinker's Avatar
villagetinker villagetinker is offline
Sage
Join Date: Sep 2013
Location: Village of Pinellas
Posts: 6,818
Thanks: 0
Thanked 1,753 Times in 719 Posts
Default

I use Ameriprise, and still have my same advisor (from up north).He has done a wonderful job, that is why we are here. I like the companies approach. Have not used to local office as of yet.
__________________
Pennsylvania, for 60+ years, most recently, Allentown, now TV.
  #10  
Old 01-31-2015, 05:42 PM
dbussone's Avatar
dbussone dbussone is offline
Sage
Join Date: Jun 2012
Posts: 7,836
Thanks: 0
Thanked 84 Times in 77 Posts
Default

Quote:
Originally Posted by villagetinker View Post
I use Ameriprise, and still have my same advisor (from up north).He has done a wonderful job, that is why we are here. I like the companies approach. Have not used to local office as of yet.

I've kept my Ameriprise advisor as well. I have no interest in switching to the local office at this point.
__________________
All the great things are simple, and many can be expressed in a single word: freedom, justice, honor, duty, mercy, hope.
Winston Churchill
  #11  
Old 02-01-2015, 10:37 AM
goldseekur goldseekur is offline
Senior Member
Join Date: Jun 2011
Posts: 196
Thanks: 294
Thanked 1 Time in 1 Post
Default

Garvin Financial (352) 399-2980
Peggy Garvin is an Independent firm that works very close to her clients and is very good at explaining everything to her clients so they understand. She found that one of the accounts that I had with Ameriprise up North was charging me about $200 per MONTH in charges. Closed that account and put the money with her. Doing well now.
  #12  
Old 02-01-2015, 11:18 PM
Dancing Queen's Avatar
Dancing Queen Dancing Queen is offline
Senior Member
Join Date: Jun 2012
Location: IN, OH, Ormond By the Sea FL, NC, The Villages
Posts: 256
Thanks: 2
Thanked 0 Times in 0 Posts
Default

Liz and Nick at TB Financial have been great. 352-350-1161 Tell them Priit and Leah sent you. Free consultations anytime, and always available to answer questions, they will bend over backwards to help you, never any pressure only education, you call the shots, and you get extra perks for being a client. Wonderful investment experience.
  #13  
Old 02-02-2015, 05:16 AM
pbkmaine's Avatar
pbkmaine pbkmaine is offline
Senior Member
Join Date: Apr 2014
Posts: 438
Thanks: 0
Thanked 7 Times in 5 Posts
Default

Whoever you choose, make sure you understand how they get paid, what your investments cost, and what your return is quarterly and annually. Compare your return to the market and ask lots of questions.
Closed Thread

Thread Tools

You are viewing a new design of the TOTV site. Click here to revert to the old version.

All times are GMT -5. The time now is 05:02 PM.