How did your relationship with your financial advisor come about?

Donna M., 62
Falmouth, Maine
“I work with a guy who mostly handles my retirement accounts. When I started a 401(k) at a different company and then got a new job, I needed to roll my 401(k) money into an IRA. When I was doing that, I initially dealt with one of the more experienced advisors, but soon after that my account was sent to be handled by a much younger one. I think it’s because the older guy probably only wanted to work with really big accounts, so I got knocked down to someone newer and younger who handles the smaller accounts.”

Marjorie W., 58
Massapequa, N.Y.
“My brother-in-law finally convinced us to go out and get a financial advisor. He was probably just tired of us asking him for advice. So he put us in touch with the advisor he’s been using for years, and he always said what a great job she did and how he really trusted her judgment. After our first meeting with her, we agreed with my husband’s brother, and we’ve been using her now for years.”