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re: Need help, my financial advisor is retiring
Posted on 2/23/16 at 7:48 am to tigerlife00
Posted on 2/23/16 at 7:48 am to tigerlife00
quote:If your portfolio hasn't done well over the past 5 years compared to your other money and your financial adviser is suggesting you leave it with his partner who you don't know, I'd definitely recommend you leave your money where it is.....
My financial advisor is retiring and wants me to leave it with his new partner, who I don't know. I have been considering transferring it to a vanguard account before this news. But, I'm new to this. It hasn't done well over the last 5 years,
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