I've known him for 10 years and I trust him.
He's been working as an Advisor for under 10 years but seems to really know his stuff and worked in lower jobs at another bank before he moved into the advisory position.
I usually think it's best to keep money out of issues between family, but he and I get along well and it's not like I do much with my IRA or Roth IRA.
I don't see any downside to using him. Maybe I'm wrong, but l assume he can already see my information already if he wanted within his company's own banking system, and it's nothing I feel the need to hid anyway. My savings are far less vast than most of his clients.
Anyone's thoughts? He could be an asset, but maybe it's best I go with a stranger?
original posted by arthurdentxxxxii to r/personalfinance on Sat, 13 Apr 2024 16:00:26 GMT.