Investment
Hi Terry, would you be able to point me in the right direction towards a financial advisor in Port St. Lucie, Florida. I’m a senior and need some guidance. Thank you.
Terry Says
I know of only one way to get an advisor whom you can trust– a FEE-Only FIDUCIARY — who has been carefully vetted. Go to www.Wealthramp.com and fill out the questionnaire. My friend Pam Krueger, who created this service, will personally talk to you and make recommendations of appropriate advisors, and will help you set up the meetings. There is no additional charge for this service. She and I are highly motivated the same way — to get good advice for people and help them avoid ripoffs!
Do it and write back and tell me about your experience.
