Talk of The Villages Florida - View Single Post - Before the Advice, Check Out the Adviser
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Old 10-23-2014, 08:15 PM
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Quote:
Originally Posted by Certified Financial Group View Post
WHEN Elaine and Merlin Toffel, a retired couple in their 70s, needed help with their investments, they went to their local U.S. Bank branch. The tellers knew them by their first names. They were comfortable there.

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This looks like a major problem. Probably only use a fee based ad visor who does not get paid on what you buy but gets paid for hours worked.