 West Central MN (between MMF and Larson's) | I was looking to roll an old 401k I had.
I did talk with Fischer. I had a good feeling with the gentleman we talked with but once we’d sign on would have gotten passed to someone else.
We talked with them and 3 other firms this past winter. Ended up going with a gentleman 40 miles away seems to be very capable.
Using that $$ as a trial to see if it’s the right fit.
In my case most of our IRA/Roth’s we’ve done ourselves and it’s worked well. The $$ moved to this advisor is only about 25% of our investment funds.
Yet, As I’m getting closer to retirement (10-15 years out) we’ll need to be doing more retirement planning and I was looking for another voice /someone to bounce ideas off of.
So far I’m happy with our choice but we’re still in the honeymoon phase. If it’s working out we will move more over as we get more comfortable.
Edited by purplepride0 6/17/2025 20:08
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