While I’m recovering from a nasty back injury, enjoy this guest post from Jenna Smith!
J.D. Power did a survey of the Best Full Service Investment Firms and found that for the first time since the banking crisis, firms are back to their highs among customer satisfaction. For those who work in banking and investments, it has been a bumpy ride the last few years. And for those who have had investments with these companies, the road has been even rougher at times. But the economy is changing and it is now time to get back in the game and find a good investment firm to help you get your portfolio moving again.
Edward Jones is a name that has become very familiar to American investors over the last number of decades. They make the list of top investment agencies because they are a large firm with a solid reputable history since the 1920s that serves 7 million investors from all kinds of socioeconomic backgrounds and needs. They also offer a wide range of investment opportunities and services to help their clients with whatever stage of life they are in. Some services include:
· Stock and other investments
· Estate considerations
· Trust management services
· Spending and borrowing solutions
· Education savings options.
CEO of Fisher Investments Forbes columnist Ken Fisher is one of the most notable men and financial investors in the business. With Fisher Investments you will work with a privately owned and independent firm that has been investing for over 3 decades. Fisher goes above and beyond to help their clients by managing almost every aspects of their investment process including asset allocation, setting up accounts, transfers, and individual trading securities. They are also affordable because their cost is based on the individual work they do for you and not by gouging you with commissions and unnecessary fees.
Ranked number 3 on the J.D. Power and Associates Satisfaction Study, Charles Schwab is another firm that has become synonymous with investing for the average man or woman. A few accolades they have achieved are:
· Businessweek- #1 in Customer Service Champs Study.
· ACSI- #1 brokerage customer satisfaction.
· SmartMoney- Five stars in annual brokerage survey.
Their fees are fairly low, but do be aware there are varying prices for the different services like their ala carte equity trades. However they also have some free services to take advantage of too like their one-on-one portfolio consulting.
RBC Wealth Management USA
RBC Wealth Management may not be as commonly known as some of these other firms, but they are a heavy hitter for anyone looking to invest with a great firm. They offer personal financial management as well as institutional services which allows them to have deep financial resources to help guide your goals and needs for retirement, or your current lifestyle. RBC has traditional services like education savings, estate planning, and investments, but they also offer corporate and business owner solutions like employee stock options, and retirement plans.
Investing is something everyone has to do on some level to plan for life and retirement. As nonprofessionals it is important to find a good company that will do great investing for you.
About Jenna: Jenna is a freelance writer who normally writes on the topics of personal finance, education, and career. Jenna has been writing on these topics for a number of years now and also writes about health and fitness on occassion. Jenna is a big fan of exercise, but not running! You can read more personal finance writing by Jenna at paidtwice.com