twolfy
Recycles dryer sheets
- Joined
- Jun 25, 2011
- Messages
- 144
Hi
Was wondering if anyone has worked with a representative with Vanguard with their tiered investment services. I believe they are voyager, voyager select, or something like that and flagship. I'm in the process of consolidating my financial accounts and have moved most to Vanguard. They are in my wheelhouse with low cost and wide array of financial products. My mom beat the low cost part into me, i have only paid interest on a mortgage and a car when I was young everything else gets bought when I can pay for it.
Question is; does Vanguard provide helpful financial planning with these tiered services? I have used the brokerage service lately to sell a stock and that was quite a bit slower (settlement wise) and clumsier than say scottrade. I realize they are not apples to apples.
Just wondering how helpful have the services been and how knowledgeable have the financial planners been with these tiered service levels. I'm in the process of inputting data into a financial plan questionnaire and then will speak with a planner.
Thanks
Was wondering if anyone has worked with a representative with Vanguard with their tiered investment services. I believe they are voyager, voyager select, or something like that and flagship. I'm in the process of consolidating my financial accounts and have moved most to Vanguard. They are in my wheelhouse with low cost and wide array of financial products. My mom beat the low cost part into me, i have only paid interest on a mortgage and a car when I was young everything else gets bought when I can pay for it.
Question is; does Vanguard provide helpful financial planning with these tiered services? I have used the brokerage service lately to sell a stock and that was quite a bit slower (settlement wise) and clumsier than say scottrade. I realize they are not apples to apples.
Just wondering how helpful have the services been and how knowledgeable have the financial planners been with these tiered service levels. I'm in the process of inputting data into a financial plan questionnaire and then will speak with a planner.
Thanks