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JoeForkeyBolo

01/30/26 10:19 AM

#48242 RE: jdmagaw #48241

I have a friend who moved all the retirement assets for him and his wife to Fidelity Managed Accounts about 5 years ago, and both are very happy with the service they receive and investment returns they are getting. I steered him to Fidelity and he continues to thank me for that advice. Best wishes if you choose Fidelity for your own investments.
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Toofuzzy

01/30/26 4:53 PM

#48243 RE: jdmagaw #48241

If you are an AIM user you would have no interest in a managed account.

Toofuzzy