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Investment managers

By Terry Savage on August 29, 2023 | Financial Planning / Retirement

Hi Terry
I’ve been with Ameriprise for many years. I’m caring for my elderly parent’s out of town . I can only meet Monday mornings, Friday afternoons or weekends. He has team meetings on Mondays and doesn’t work Fridays or weekends. Can you recommend anyone from another firm?

Terry Says

I sure can. That’s not very customer friendly behavior!! But I need to understand YOUR needs. Are you just talking about investment advice? Or should you be talking with a fee-only FIDUCIARY planner who will review all your needs — everything from tax situation to retirement income, from health insurance to estate planning?
That’s my recommendation, and to find someone you can trust please click on this link to read about Wealthramp.

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