No. of Recommendations: 0
I have a large sum of money in multiple entities through an investment counselor with American Express. I have been concerned that I do not know the real costs of doing business with AmericanExpress. I have been trusting them to make all the investment decisions but now I would like to get more involved. I have found a "financial advisor"/broker who works in a 2 person business called Spurgeon Financial Services in Newark, OHIO. They use Locust Street Securities. He is pushing IRA's through MFS Massachusetts Financial Services. I do not feel comfortable managing all the money for retirement on my own. But, I don,t know how to shop around for good service and advice. Any input?
Print the post  


The Retirement Investing Board
This is the board for all discussions related to Investing for and during retirement. To keep the board relevant and Foolish to everyone, please avoid making any posts pertaining to political partisanship. Fool on and Retire on!
When Life Gives You Lemons
We all have had hardships and made poor decisions. The important thing is how we respond and grow. Read the story of a Fool who started from nothing, and looks to gain everything.
Contact Us
Contact Customer Service and other Fool departments here.
Work for Fools?
Winner of the Washingtonian great places to work, and Glassdoor #1 Company to Work For 2015! Have access to all of TMF's online and email products for FREE, and be paid for your contributions to TMF! Click the link and start your Fool career.