No. of Recommendations: 0
My parents had a similiar situation with Commerce Brokerage (a division of Commerce Bank). The broker had loaded them up with crap Commerce Mutual Funds (5% loads). I moved everything to Scottrade and got rid of all that crap with the exception of one annuity. It was in its second year. It is paying 5% interest and the surrender charge was pretty steep for the first couple of years.

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