BenderGonzales
Well-known member
- Joined
- Jul 3, 2005
- Posts
- 859
Unfortunately, he has been managing my retirement and investment funds for many years and, over that time, also providing a lot of free advice about investment vehicles that I did NOT have with his company (such as the kid's 529 etc...) So, this is a matter of ending our business relationship --- IF, indeed, it is a risk to place that money with a new, small, company vs. a bigger one like Fidelity, Merrill Lynch, AG Edwards, etc.