Related Posts
Additional Posts in Personal Finance Bowl
Paid off my account debt!
Best high yield savings products?
Thoughts on personal loans to consolidate Debt?
New to Fishbowl?
Download the Fishbowl app to
unlock all discussions on Fishbowl.
unlock all discussions on Fishbowl.




Neither, I would go with an independent, fee-only advisor. Vanguard or Fidelity advisors will only recommend either vanguard or Fidelity products when there is a whole world of financial products available. Make sure they are fee-only, not commission-based sales people, and that they aren't bound to any specific mutual fund or etf company. If they start pitching whole life insurance, politely end the meeting.