[manaboutown]

While continuing to seek what best works for me I feel I should inquire of Vanguard what they offer as their fees are modest compared to other outfits. One thing really important to me is building a one on one relationship with a financial advisor. Another is being able to choose a particular advisor among a list after reviewing their credentials and interviewing them. Before I call Vanguard and inquire I would greatly appreciate receiving some comments, advice, admonitions and suggestions from those who use Vanguard advisors, have used them or chosen not to use them, and if so, why?

Thank you in advance for your sincere responses.

[CB750 Rider]

Originally Posted by manaboutown

While continuing to seek what best works for me I feel I should inquire of Vanguard what they offer as their fees are modest compared to other outfits. One thing really important to me is building a one on one relationship with a financial advisor. Another is being able to choose a particular advisor among a list after reviewing their credentials and interviewing them. Before I call Vanguard and inquire I would greatly appreciate receiving some comments, advice, admonitions and suggestions from those who use Vanguard advisors, have used them or chosen not to use them, and if so, why?

Thank you in advance for your sincere responses.

I am a new Vanguard customer, and for now I will stick with a 3 or 4 index fund portfolio (Boglehead style). I will be interested in seeing what others might say about Advisory Services.

[Harvin]

I have been very pleased with Vanguard advisor services, always work with the same advisor, investment returns have met my goals & Vanguard is really sharp on minimizing taxes, I highly recommend them,

[retiredguy123]

Originally Posted by CB750 Rider

I am a new Vanguard customer, and for now I will stick with a 3 or 4 index fund portfolio (Boglehead style). I will be interested in seeing what others might say about Advisory Services.

I have been a Vanguard client for more than 30 years, and I have invested in nothing but index funds. I never saw any need to use their advisor services or to buy any actively managed funds.