Anyone a financial broker, or pleased as punch with one?

CNYBoater

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Aug 14, 2017
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The world has gone crazy, environment in New York State is business toxic, and employer is shutting down. I'll be phased out in a few months, my mostly vested 401(k) will need a trustee to trustee transfer as I can't stay in a plan that will be closed. I work with BoA as my personal bank, and have relationships with NBT through my work contacts. I was considering Merrill Edge Rollover IRA, as it can be merged with my BoA portal. Any thoughts or experience with them? Someone else? I'm looking for a semi-managed plan, not self directed or full agent. I've currently invested in an "aggressive" portfolio in a Charles Swabb account managed by Alerus. Alerus' fees are significantly higher than that of Merrill's offering.
 
Thanks hblock. mostly trying to find recommendations. I just don't know who the companies are. Google search aren't reliable, as that's just sending me the list of the companies with the highest Advertisement budget.
 

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