wanaberetiree
Full time employment: Posting here.
- Joined
- Apr 20, 2010
- Messages
- 718
I am using Personal Capital as an aggregation for my investments and they call me to sell some services.
Finally I agreed to talk with an adviser next Friday.
The guy who called said that they now do estate planing and also help with taxes, which I believe is useful.
Wonder if people have actually have any experiences wit Personal Capital?
Finally I agreed to talk with an adviser next Friday.
The guy who called said that they now do estate planing and also help with taxes, which I believe is useful.
Wonder if people have actually have any experiences wit Personal Capital?