No. of Recommendations: 0
I would mostly just mimic what the OldOne said.

>>>>Limited success rate.
Plenty of experience!

And add maybe a tidbit.

If you have some investments with Fidelity, I beleive you can go to their website and use their planning tools to determine your risk tolerance, leading to the asset allocation some one in your shoes,
(risk, value, age, dreams) should have, especially at 55.

Then, when your broker gets to SB, you may say "interested in switching over, if I did, what would you put me in" and if his reply has nothing to do with your situation, for instance if he just says well, we have much better research here and I could get a couple of good stocks!!!!! RUN!

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