No. of Recommendations: 1
OK - maybe "questions" isn't the right word. Let's try "issues" or "situations". I just like the idea of being able to sit down with someone and discuss something - it works better than doing it on the phone.

A couple of years ago when I retired, I had a significant amount of money transferred to my IRA. I went to the local office, found out everything I needed to know, got the correct forms and was able to coordinate things between my employer and Scottrade.

I was a LOT more comfortable doing it this way than having to deal with some customer service rep on the telephone.
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