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I want to move my simple IRA and need some suggestions

Posted on 10/22/14 at 7:05 pm
Posted by lsufan1971
Zachary
Member since Nov 2003
18124 posts
Posted on 10/22/14 at 7:05 pm
My current IRA is held with Whitney investment services and they are dogshit. I wanted to move to Vanguard but they require our human resource manager to give them her SSN# which she refuses to do just to manage the account. I am in the Baton Rouge area and would prefer someone local. Any suggestions. We are a 5034 right now but I can swing others in the company over as well because most are unhappy with Whitney.
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