No. of Recommendations: 2

Adding to Misterfungi's list: Another broker that offers free counseling and planning is USAA. They give you a separate phone number and go directly to their Wealth Management team.

I was burned by Am in the mid 90's. They said there was no connection between their fund choices and the adviser. Long to short: This was one of the few class action law suits I received checks for. The advisers were getting compensation from the funds, even though they were not Am products.

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