Always eager to discuss more investments, but very difficult to work with in regards to rollover. It's almost like it'd be preferable for them to just keep the money by introducing more hoops to jump through or something.
BRIDGE Wealth Management
Sandy Leith - RBC Wealth Management Financial Advisor
The Core Group
84 State St #740, Boston
Always eager to discuss more investments, but very difficult to work with in regards to rollover. It's almost like it'd be preferable for them to just keep the money by introducing more hoops to jump through or something.