Do you agonize because on one hand you feel that the current manager must be good; otherwise your husband wouldn't have him. But on the other hand, he just doesn't seem to click with you?
Are you a young widow with small children who spouse’s passing was sudden and unexpected? You may have relied heavily on your spouse for support, advice, and direction and are currently looking for someone to help you with your investment goals now that your future has changed.
If they do, then you're in the right place. If it doesn’t quite fit, look over the other profiles to find a better match.
Discuss your current investment status with Helyn Bolanis
by calling (800) 537-1103