After decades at Vanguard moved everything to Fidelity with a local Office & a free Rep.
We have a long time DIY 3 index Vanguard ETF sizable portfolio & had told him at initial meeting & he agreed to not try to sell us any paid services.
He brings up the paid services when ever we meet him & I just say I am not interested.
Anything we can do about it ? or just not visit him in the office as he is just doing his job ?
How do other Fidelity investors or anybody else will handle these situations. ?
We have a long time DIY 3 index Vanguard ETF sizable portfolio & had told him at initial meeting & he agreed to not try to sell us any paid services.
He brings up the paid services when ever we meet him & I just say I am not interested.
Anything we can do about it ? or just not visit him in the office as he is just doing his job ?
How do other Fidelity investors or anybody else will handle these situations. ?
Statistics: Posted by Rajsx — Wed May 22, 2024 10:28 am — Replies 21 — Views 893