We are both 40. This is an ESOP program. Retirement funds only. Sorry that I didn't indicate that. I am just worried about trusting someone.I have called Vanguard. So, you think I should forget the bank. Should we put all the money with Vanguard, or try another company too?I really appreciate all the feedback here!How did you feel about the information you got from Vanguard? Any red flags? Would you care to share what you were told with us?Did you talk with a 'Vanguard retirement advisor' or a 'Vanguard Personal Financial Planning Service planner' or just with someone in customer service? It is not clear to me yet whether you want investment advice (i.e., a recommendation on how the invest the $400K) or something else.Regards,Prometheuss
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