Quote:
Originally Posted by TimeForChange
Investment, broker, money manager in TV. I want to transfer my funds from a person out of State to someone I can sit down and talk with
|
Well, unless you need to actually shake hands or something like that, or you aren't happy with whoever you're using now out of state, why not just keep that person and make use of technology to "meet" whenever you need to?? We liked our guy that we started with a while back in NJ, and got to know, so we have kept working with him and just plan a Skype session every now and then if we have something to discuss, or he will get hold of us to set up a session if he has stuff he needs to over with us. It's not all that often (we're not in any actively traded account positions right now) and seems to be working just fine.
Just something to think about if you have a good relationship already, rather than starting from scratch again. Good luck, whatever you decide!
