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  #1  
Old Today, 12:07 AM
stevesliders stevesliders is offline
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Hi, Can anyone suggest a CFP or an Investment Advisor.

Thank you in advance.
  #2  
Old Today, 10:03 AM
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villagetinker villagetinker is online now
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We have been using Ameriprise Financial for over 2 decades, still using the advisor back up North, but they have at least 2 offices in or very close to The Villages.
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Pennsylvania, for 60+ years, most recently, Allentown, now TV.
  #3  
Old Today, 10:13 AM
stevesliders stevesliders is offline
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Thank you VT.
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Old Today, 10:23 AM
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dewilson58 dewilson58 is offline
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Really depends on what you are looking for.................investment advice, sniff test, financial plan, estate planning, sounding board, a friend, free shirts, etc.
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Old Today, 11:16 AM
vintageogauge vintageogauge is offline
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Very pleased with Fisher Investments for the last 7 years or so. They offer so much more in addition to handling and advising your investments if there is any financial question you have someone there will answer it, they are extremely helpful.
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