Hello fellow redditors,
I currently have a little over $600k and actively looking for a firm/broker/banker/financial advisor to invest it with.
As we all know choosing the right banker plays a major role in succeeding financially.
What are some tips you recommend I look for or ask when meeting with various bankers/firms to ensure I find the right ones. What do you find most important in your relationship with your banker and how/why did you pick them?
How active is your financial advisor with your? How often should your banker reach out to you to “check in” with you after you invest your money with them?
Thanks in advanced for your answers and time!
Submitted November 30, 2017 at 10:35PM by SpareTech_O http://ift.tt/2Bq4S8R
