If you want a local office, then Schwab, Edward Jones, Fidelity and possibly others, all have local offices. I haven’t been in a brokerage firms office in over 20 years, not sure why you would need to go into an office. When transferring 401k money from other institutions, Schwab sent me an overnight FedEx envelope to send the check in if I couldn’t transfer the money online.
I have built and/or bought 4 homes using my secure loan benefit from schwab. I was the bank giving draws to the builders, saved over 4% in getting construction/home loans on each home. You get up to 10 years on paying an interest only loan at a fairly cheap rate and then pay it off when you want. You can use these secure loans as a bridge loan when buying a house if you haven’t sold your existing house at no cost.
Being a schwab customer doing my own managing, I get a lot of perks that would normally cost into the thousands of $$$.
Maybe the other guys can provide these services too, but I doubt it.
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