Banner bank ref me to them. All they want to do is talk you into municipal mutual funds or some account that you just ride the market while they collecting an annual fee. Barely made any money 2021 when the stock market is up 30%, but lost 30% in 2022. No wonder no one goes to LPL or EDWARD jones. They are independent self employ, all they want to do is collect a fee.
Google: 1/5
Banner bank ref me to them. All they want to do is talk you into municipal mutual funds or some account that you just ride the market while they collecting an annual fee. Barely made any money 2021 when the stock market is up 30%, but lost 30% in 2022. No wonder no one goes to LPL or EDWARD jones. They are independent self employ, all they want to do is collect a fee.