nafddur1
Recycles dryer sheets
Being relatively new here, I'm not sure if it is appropriate to solicit recommendations for financial advisors. I'm 60, and retired - part time since 94, full time since 99. My spouse will be retiring within a few years. At that time, we will start using IRA's to supplement her pension and, of course, eventually SS.
I am currently with Ameriprise and investigating a possible switch. Like many others, I have become increasingly disappointed with the service Ameriprise provides, particularly considering the relatively large fees I pay. A lot of people appear to have switched (especially from Ameriprise) to Vanguard. If it is OK to ask for FA recommendations here, I'd be interested in talking to a Vanguard representative in SE MA - close to Plymouth would be ideal. Driving the 40 miles through Boston traffic to meet with my FA twice a year has always rubbed me the wrong way, especially considering that $800 annual advisor `fee' I get socked with in addition to the 1% I pay to manage my accounts.
Thanks in advance for any thoughts or contacts you might be able to provide?
I am currently with Ameriprise and investigating a possible switch. Like many others, I have become increasingly disappointed with the service Ameriprise provides, particularly considering the relatively large fees I pay. A lot of people appear to have switched (especially from Ameriprise) to Vanguard. If it is OK to ask for FA recommendations here, I'd be interested in talking to a Vanguard representative in SE MA - close to Plymouth would be ideal. Driving the 40 miles through Boston traffic to meet with my FA twice a year has always rubbed me the wrong way, especially considering that $800 annual advisor `fee' I get socked with in addition to the 1% I pay to manage my accounts.
Thanks in advance for any thoughts or contacts you might be able to provide?