re: Looking for some realistic advice

I have used them for nearly 10 years and couldn't be happier. My wife and I have our Roths, rollover IRA's, and most of our taxable investment accounts with them. It's great having everything in one place with the ability to move it between accounts and back to checking as needed. And with the automatic withdrawals from checking set up, our investments are just another monthly "bill", so we never miss the money.