Ask Terry Questions Financial investments with Morgan Stanley

Financial investments with Morgan Stanley

By Terry Savage on March 05, 2024 | Financial Planning / Retirement

I’m asking on behalf of my older Mother.
She’s concerned that her investment company is running up fees for their own benefit.
I don’t know if this is actually true or not.
I wanted to find someone to discuss it with her who is independent from the situation to calm her mind or maybe get advice on changing her investment situation in some way.

Thank you very much, Marc Lundgren

Terry Says

You/she need a meeting with a FEE-ONLY FIDUCIARY financial advisor
Find one you can trust here:

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