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Reply to "If you have an HHI under 200k and no family money, where do you go for financial advice"
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[quote=Anonymous]Okay, I'm going to be be the black sheep here, but I'd start at your bank. My DC just started working as a wealth manager at a bank, a job I sort of pooh-poohed TBH because I've been interested in finances since HS, but I have to say that for this kind of investor it could work, even if just for awhile. There are a lot of new products that aren't available otherwise, and you can meet with a financial planner for free. The manager will sit with you through the entire thing. They really do walk through your goals before they do anything and all plans must go through the bank, and all calls and emails are monitored by AI and flagged for any whiff of violation (like giving advice over email). A friend of mine just said she's used one at another bank and has had lots of handholding over 15 years (a single doctor). Now, some are better than others, surely, but my DC has opened my eyes to their benefit for many people. [/quote]
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