We belonged to a dance club and she was a member. And then we talked to her about some investments, and we have stayed with that same firm, even after she retired. They seem to be concerned about our welfare.
John H., 75 Fort Madison, Iowa
I think it was from solicitation. I’ve been with him since about 1996. I retired in 1992 and I was working on my retirement, not only my pension from my company, but also other investments that would solidify my retirement.
Norman Y., 75 Salem, Ore.