4 new Charles Schwab accounts opened up today, went in to the local branch and had them all done in about 30 minutes. Hope to have the assets fully transferred to them by Friday...
Overall a painless procedure, they seem like very nice people to deal with. Found out the CFP that helped us gets paid a salary, no commission...so there was no push or hype to do anything. Just there to help if needed.
Thanks for the recommendations everyone, can't wait to cut the Merrill Lynch\BankofAmerica ties for good.
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Lance
1985 Monte Carlo SS Street Car
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