The Motley Fool Discussion Boards

Previous Page

Investing/Strategies / Retirement Investing


Subject:  Re: Talk me out of a Financial Advisor Date:  6/2/2013  12:36 AM
Author:  gdett2 Number:  72354 of 88775


Adding to Misterfungi's list: Another broker that offers free counseling and planning is USAA. They give you a separate phone number and go directly to their Wealth Management team.

I was burned by Am in the mid 90's. They said there was no connection between their fund choices and the adviser. Long to short: This was one of the few class action law suits I received checks for. The advisers were getting compensation from the funds, even though they were not Am products.

Copyright 1996-2018 trademark and the "Fool" logo is a trademark of The Motley Fool, Inc. Contact Us