Anyone use financial advisors through their bank? | TigerDroppings.com
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HailToTheChiz
North Carolina Fan
Chapel Hill
Member since Aug 2010
9948 posts

Anyone use financial advisors through their bank?

like the ones through Wells Fargo's website or other banking websites?

if so, thoughts?


LSUTigers00884
LA-Lafayette Fan
Lafayette
Member since Oct 2011
792 posts

re: Anyone use financial advisors through their bank?
Me. I bank with Iberia. And use a guy from there.


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jso0003
Auburn Fan
Birmingham/Atlanta
Member since Jun 2009
5163 posts

re: Anyone use financial advisors through their bank?
Typically they're the C team of financial advisors.


Will Cover
Kentucky Fan
Lexington, KY
Member since Mar 2007
25752 posts

re: Anyone use financial advisors through their bank?
USAA offers good financial advice.
This post was edited on 2/4 at 4:11 pm


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LSU Fan
Omnipresent
Member since Sep 2005
6524 posts

re: Anyone use financial advisors through their bank?
quote:

Typically they're the C team of financial advisors.




Annuities, Annuities, Annuities.


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Teddy Ruxpin
LSU Fan
New Orleans, LA
Member since Oct 2006
21190 posts

re: Anyone use financial advisors through their bank?
quote:

USAA offers good financial advise.



You think? I've never tried them and have a lot of accounts with them.

Once my SO starts working, we have to have a serious discussion with a qualified individual about the merits of paying off our debt fast or letting some of it ride out to 20/25 (whatever) years and take the tax hit.

I've worked it out a bit, but I can only do so much until I know what our shared expenses and income will actually work out to be. A little help on the subject would be nice.
This post was edited on 2/4 at 4:05 pm


Will Cover
Kentucky Fan
Lexington, KY
Member since Mar 2007
25752 posts

re: Anyone use financial advisors through their bank?


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