That's great advice. I just retired at 60 and shopped around online for advisors. Then we decided on a small firm in our little town. There is a real peace of mind with going local that is way more rewarding than any slightly better financial performance you could incur with a huge national or global firm.
Cheers Jim 🍻
Thanks for sharing Jim!
I completely agree.
I met mine in a dive bar 😂
Good counsel, Jim!
Thanks for listening
That's great advice. I just retired at 60 and shopped around online for advisors. Then we decided on a small firm in our little town. There is a real peace of mind with going local that is way more rewarding than any slightly better financial performance you could incur with a huge national or global firm.
@@stanw8380 good plan!
@jimrinard1969 yes. You have a real person to punch in case things go south.
I have a dedicated advisor at Fidelity that I have been working with for years.
You may share my experience with going with a BIG company.
@@floydrinard5414 ok