My Cousin is Happy with the Wealth Management Firm that She Uses
My cousin has been very happy with the Wealth Management Firm that she uses to advise her on her investments. She has been with the same firm for the past ten years and has done well during the down times of the markets. She was telling me that her advisor contacts her on a regular basis to keep her portfolio up to date and suggests changes when he sees a better opportunity for her that is a safer or more lucrative investment. I took down his name and phone number. I may contact him since I finally have saved enough money to look into real investments as well.
