DWPC
Dryer sheet wannabe
Our long time broker is retiring. Through buy-outs over 20+ years he ended up at Wells Fargo Advisors, not company we'd choose. We've stuck out of habit. They want to ease us into a new account exec but we're not buying.
I'm going to check out the local Crowell Weedon office tomorrow and considering speaking with local CFPs who are affiliated with Raymond James and Edward Jones. I'm a bit leery of independents. And I won't sign on with a brokerage that is beholdin' to a megabank's interests.
We have one smallish IRA with Schwab but for our primary account, we want access to personalized guidance and support. I've downloaded several "Ten Questions to Ask..." sheets but would appreciate any input on making the selection, especially on the companies I've named. There's lots of advice on what to ask, but I'm also interested in what I should expect to be asked. Or not!
I'm going to check out the local Crowell Weedon office tomorrow and considering speaking with local CFPs who are affiliated with Raymond James and Edward Jones. I'm a bit leery of independents. And I won't sign on with a brokerage that is beholdin' to a megabank's interests.
We have one smallish IRA with Schwab but for our primary account, we want access to personalized guidance and support. I've downloaded several "Ten Questions to Ask..." sheets but would appreciate any input on making the selection, especially on the companies I've named. There's lots of advice on what to ask, but I'm also interested in what I should expect to be asked. Or not!