Registered: 1121903725 Posts: 1
I'm getting married in two weeks and I just fired my financial advisor. He didn't have a clue on how to merge portolios. Has anyone ran into this problem and who have you turned to for help?
Registered: 1121978576 Posts: 1
My self and my partner are financial advisors in Anchorage. We would be glad to help you with this. I bet that you have a lot going on right now regarding the wedding but its neat to hear that you are already thinking about your financial planning together. Please call me when you feel comfortable. 272-3531
Clyde Carey or Tim Stephan
Registered: 1498020272 Posts: 1
We too plan to merge our saving and investment portfolios after wedding and have told our wealth management group Las Vegas about it and they will be initiating the merger. We have been using them for quite a while now.