I'm fairly young, although don't make a ton of money, but have decided I want to open a RIRA for my future. I bank with Wells Fargo, can I just go see someone in there? Or do I need to go to a non-bank financial company?

I would prefer to not open one online just because I'm sure I might have some questions and would like to do it with someone face to face. Thanks.

4 ...

Report Post

Posted by PlanoPrivateer

Frisco, TX

Member since Jan 2004

2786 posts

Posted on 12/7/12 at 4:52 pm to ThereGoesHerschel

Wells Fargo should be able to help you. But, Fidelity (I know) and Schwab (I think) have store front locations in many towns. They can help you face to face. I use Fidelity and Vanguard and recommend them both.

0 ...

Report Post

Posted by Tiger at Law

Baton Rouge

Member since May 2007

2990 posts

Posted on 12/7/12 at 5:44 pm to ThereGoesHerschel

Where do you live?

0 ...

Report Post

Posted by jso0003

Member since Jun 2009

5170 posts

Posted on 12/7/12 at 5:50 pm to ThereGoesHerschel

I opened mine online through TD Ameritrade and linked it to my brokerage account.

It was really easy and I've got no complaints.

0 ...

Report Post

Posted by Siderophore

Member since Nov 2010

3338 posts

Posted on 12/7/12 at 6:43 pm to ThereGoesHerschel

It all depends on what you want to invest in.

Mine is at sharebuilder (they have nice automated investment features and you can buy partial shares), but I will be transferring it to Vanguard.

This post was edited on 12/7/12 at 6:44 pm

1 ...

Report Post

Posted by matthew25

Member since Jun 2012

9425 posts

Posted on 12/7/12 at 7:36 pm to Siderophore

I use Vanguard, TD Ameritrade and Fidelity all online.

We have a new Scottrade in town, nice people. I'm shifting accounts to them. Great to walk into an office.

Have not been to the Schwab store in town.

Page 1