I took all my money out of Bank of America and put it in a local credit union. I have had the same financial advisor for years, but he is still asleep. I have tried to talk to him about the CBDC and he calls it "cryptocurrency" and says that its on "blockchain." That isnt true. So, I am sitting on a 1/4 million $ and cant get anyone to call me back. Ive tried Noble Gold and Gold Busters and Goldco. Im not interested in a MLM nor do i want to collect coins. I need a Fren who is in the business of what i need help with. Please.
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Your QM could be the difference for survival or the can fir any number of struggling entry level financial advisors... You could actually wake some mfrs by just getting them to meet with you and telling them what you want and why.. Their office manager will pressure them to pressure you to get into managed funds.... But if you state your investment criteria unequivocally from the get go they have to do what you say... Especially if your account is the only thing keeping them employed...