Joined: Aug 2012
Posts: 21
Do you like your investment advisor?
6/22/2018 at 11:40 AM
I am not happy with my investment advisor. He doesn’t seem to want to waste time on us, perhaps we don’t invest enough for him to really care. He also talks over our head and brags a lot about how much money he has. I’m ready to switch to someone else but don’t know anyone who is good, will make money for us, and will talk to us on our level. I’m looking for recommendations. Do you like your investment advisor? Is he making your money work for you ? Does he spend time with you and help you understand your whole financial picture?