Looking for a more than just a broker. You get very personalized service, free portfolio analysis, free retiremnet calculations, free investment classes. You always get the same broker - so the investment representative knows you and your financial situation. He will even come to your house or business if need be. Imagine in this day and age a broker making house calls. He offers everyting you need financially at one location: stocks, bonds, mutual funds, IRA's, annuities, long term care insurance, life insurance, mortgages and more. Very friendly, not pretentious, financial expert!
PROS: Mike doesn't look down on you if you aren't very financially savvy.
CONS: Not as inexpensive as online trading.
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