I'm looking for a new financial advisor.
Here's the story. I signed up with Ameriprise a while back; however, I became dissatisfied with their responsiveness after my advisor left their company. (I suspect that he was laid off, but I'm not sure.) I think I'd like to find another company to help with my financial planning.
I'll be meeting with two financial advisors at the end of the month, and maybe even a third. Wachovia handles my company Simple IRA, and our contact person there has always been pretty responsive. I like they way they handle my accounts.
As an aside, one of my colleagues found out about some guy named Keith whose credentials she liked. She was trying to pressure me to switch to this fella, as our financial officer only wants to have one person handling all the CTL retirement accounts at each investment firm. I thought this was kinda silly, of course, especially for something as simple as a retirement account. Naturally, I refused. :)
Besides, she had panicked when she found out that her retirement account lost money this year. That was just foolish.