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CountAllVotes

(21,850 posts)
12. Thank you
Thu Jun 7, 2018, 04:40 PM
Jun 2018

Thank you for your perspective on this A HERETIC I AM.

I have made no decisions re: this situation.

As for this guy, I never said anything political to him at all, I swear. He's the one that started it up and ended it. I never told him what my opinions are re: politics.

As for him and his background, whatever. Not impressed. I've heard that 8-9% garbage before and it seems to be something they tell you to get you to go with them.

He worked for several very different places ranging from Edward Jones to Fidelity and the other three were similar jobs with different companies. What if he packs it in an leaves his job again. What happens to me? Do I get lost in the shuffle?

As for CDs, probably my only safe choice. I need to look around and see if I can find something that is paying more that what I am getting now.

Thanks again for your perspective and also the thing about the guy at Edward Jones. He seems like a nice guy and all but I think they charge a lot. Still unsure.

Recommendations

0 members have recommended this reply (displayed in chronological order):

IRA is coming due [View all] CountAllVotes Jun 2018 OP
Well, anyone can pretty much call anyone else, so that part is legal. PoindexterOglethorpe Jun 2018 #1
He didn't seem to realize it is a IRA CountAllVotes Jun 2018 #3
Yes. If the CU is hiring someone that sketchy, PoindexterOglethorpe Jun 2018 #7
You can type in their name and company CountAllVotes Jun 2018 #8
I wound up calling them, PoindexterOglethorpe Jun 2018 #9
Lot more than your IRA are coming due empedocles Jun 2018 #2
Yes there is CountAllVotes Jun 2018 #4
Calls after you contacted your credit union? Caomplain to them question everything Jun 2018 #5
I am thinking of getting away from this credit union CountAllVotes Jun 2018 #6
I bet he wants 1% of assets under his management, not 1% of the profits progree Jun 2018 #10
My two cents; A HERETIC I AM Jun 2018 #11
Thank you CountAllVotes Jun 2018 #12
I would probably call his branch manager then. A HERETIC I AM Jun 2018 #13
Thanks again CountAllVotes Jun 2018 #14
Latest Discussions»Culture Forums»Personal Finance and Investing»IRA is coming due»Reply #12