Hi,
I am thinking of leaving my current financial advisor of 15 years (Morgan Stanley) to someone in NorthWestern Mutual. When I met with this new advisor, she gave me step-by-step directions on ways to grow my finances that are aligned with my investment goals and philosophy. I am based in CA and she is in CO.
Am I making the right choice? My reason for leaving my former advisor is that my money has not grown for the last 15 years. He is rather conservative and I am tired of having to deal with him.
Submitted July 26, 2022 at 11:25PM by EfficientZone5 https://ift.tt/0LGMkAi
