Fiduciary representative
Hell Ms. Savage,
I used your link to try and find a fiduciary to meet with as I am nearing retirement age and need some guidance. I reside in metro Orlando and the results that came back were 2 individuals that are approximately 100 miles from where I live. Is there a way to find someone qualified and vetted closer to my geography?
Terry Says
Sure, go back to Wealthramp and contact Pam directly. Surely in the huge Orlando metro area she has a couple of carefully vetted fee-only fiduciary advisors. In fact, I’ll pass your email on to her with a link to this post, and I’m sure she will reach out!
