Financial Services Company???
March 10th, 2009 at 01:39 amI started managing money with a guy through Ameriprise Financial. He left and went to MetLife, I followed. We don't really hear from him and frankly, I think I can handle watching funds and stocks myself.
So where should I go? I heard Charles Schwab is good.
I just want to transfer things, not sure how hard it will be. I have a MMA, Roth, 1 stock and 2 mutual funds. They are simply serviced by MetLife (Pershing).
I want to ditch the 2 funds (IMRFX and JALGX) and take what little money that's left and put it in better funds. Suggestions?