Several advisors reached out
Several advisors reached out. I spoke with 3, met with one, whom I decided to go with. The company is local, Vintage Wealth Advisors in Napa, CA. A local company was important to me. A friend is also affiliated with this company and is also very happy with them. Grant Smith is the person who reached out to me. I like him; I have confidence that he knows what he is doing. He communicates well with me. I have every reason to believe he will grow my money.