I like mine a lot -- but UBS is forcing him to get rid of all accounts under a certain amount. He's resisted this for years, but between the economy and my being ill and having to live off my investments, my accounts are less than the cut off.
I have been with this group 20 years, and now they are going to move me to the UBS Investment Center. This feels like one step up from Charles Schwab, as they now give investment advice, too.
So, I'm pissed. It is not going to punish my counselor to leave. I'd rather have someone locally, but I have a rec from Tucson, AZ. Anyone else have a suggestion? I like having options.
