Charles schwab advisors
#2
I have gone in twice to have them review my accounts and make sure I'm on track to where I should be. I have also had them do a few rollovers for my wife and me. They will put together a packet based on about an hour long interview and your financial data you bring in. It's worth while but they won't tell you specifically where to put your money. It's more of a, you are ahead or behind, and if you should be more aggressive or not.
#3
Banned
Joined APC: May 2014
Position: Tom’s Whipping boy.
Posts: 1,182
PM me and I can give you the contact info of someone who can help you out.
He does it for free for pilots, depending on where you are located.
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