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Dotneko 01-10-2021 07:43 AM
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

mrf6969 01-10-2021 08:36 AM
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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