Go Back  Airline Pilot Central Forums > Pilot Lounge > Money Talk
Charles schwab advisors >

Charles schwab advisors

Search

Notices
Money Talk Your hard-earned money

Charles schwab advisors

Thread Tools
 
Search this Thread
 
Old 12-16-2016 | 06:35 AM
  #1  
Thread Starter
Banned
 
Joined: Jan 2011
Posts: 1,122
Likes: 0
Default Charles schwab advisors

Does anyone use the Charles Schwab financial advisor benefit through ALPA? What do you think of them?
Reply
Old 12-16-2016 | 06:52 AM
  #2  
PikeAV8R's Avatar
Gets Weekends Off
 
Joined: Jan 2009
Posts: 213
Likes: 0
From: Airbus
Default

Originally Posted by aldonite7667
Does anyone use the Charles Schwab financial advisor benefit through ALPA? What do you think of them?
I have gone in twice to have them review my accounts and make sure I'm on track to where I should be. I have also had them do a few rollovers for my wife and me. They will put together a packet based on about an hour long interview and your financial data you bring in. It's worth while but they won't tell you specifically where to put your money. It's more of a, you are ahead or behind, and if you should be more aggressive or not.
Reply
Old 12-23-2016 | 03:31 PM
  #3  
Banned
 
Joined: May 2014
Posts: 1,182
Likes: 0
From: Tom’s Whipping boy.
Default

Originally Posted by aldonite7667
Does anyone use the Charles Schwab financial advisor benefit through ALPA? What do you think of them?
The advice you get from Schwab will be worth less than you paid for it.

PM me and I can give you the contact info of someone who can help you out.

He does it for free for pilots, depending on where you are located.
Reply
Related Topics
Thread
Thread Starter
Forum
Replies
Last Post
tarpon56
Money Talk
3
09-27-2016 08:52 AM
Tuck
Cargo
2
05-24-2010 01:55 PM
jsfBoat
Hangar Talk
1
01-20-2009 12:38 AM
⌐ AV8OR WANNABE
Major
17
07-14-2008 08:06 PM

Posting Rules
You may not post new threads
You may not post replies
You may not post attachments
You may not edit your posts

BB code is On
Smilies are On
[IMG] code is On
HTML code is Off
Trackbacks are On
Pingbacks are On
Refbacks are On



Your Privacy Choices