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Hi Josh,
You will no doubt hear from many of our fellow fools that will tell you to trash any broker or planner and take the do it yourself route. Fact is many of our fellow investors build a portfolio with little regard to any type of plan. By the way, I don't work for American Express, but I have dealt with several good friends over the past 20 years and have been well taken care of. If your not averse to hiring a planner,you could do much worse than American Express.It's hard to put a price tag on good service and advice.At least give your pal some referals.
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