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Financial Planners/investment managers
#4
Mostly would prefer to have someone local. Our planner is retiring and since we would be starting with someone new to us, would prefer local as We prefer being able to talk face to face when possible, E-Mail, Fax, phone calls are not quite the same as being able to sit down across the table. Just a personal preference, I guess.

dick wilson
dick wilson
"Nothing is idiot proof,because idiots are so ingenious!"
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RE: Financial Planners/investment managers - by DickWilson - 09-14-2008, 08:50 PM

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