2026-03-17 00:32:11
2026-03-17 00:32:10
2026-03-17 00:32:10
15327719
I hate hold music, on the phone with the second investment firm, with a good hour so far between the two of them. Of the two, T Rowe Price has the worst hold music.Vik was so disorganized, so far since he passed in July, I've had to deal with Fidelity, Morgan Stanley (I hate them with a passion), Merril Lynch (not impressed by them, despite knowing there was an account there, likely inherited from his mom, they can't find any record of either of them having an account there ever), and T Rowe Price. Definitely glad to be consolidating this down to a single financial planner who uses Charles Schwab. Not sure how good CS is, but if I had to choose one of the ones I've dealt with, it'd be Fidelity hands down, they've been incredibly easy to deal with.