When I was younger/HS I worked at a family run store. The owner set me up with retirement funds. He was the best. Anyway, they dissolve the business and I get a letter. So I couldn't cash the checks. Invested them.
I used to have mutual funds all over the place. My did had his money invested with a wealth management group. After he died, the lady who took care of my dad's funds was so good with my mom in helping her and i was so impressed by the way she treated my mom, that i moved all of my friends into her brokerage group. I have a pretty good understanding of financials. And, this lady could have easily taken advantage of my mom during her time of grief and her lack of knowledge. Seeing her integrity was good enough for me. And, i have been extremely pleased by my returns and the way my money is being handled.
