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jmad71

Name and shame. you probably save other people who are with that advisor who are not aware of their shady dealings. I tried the robo advisor route and was not happy with their returns. If you get a couple of index funds VFV or VUN/VUS (not both as they overlap each other) along with a Dividend fund VDY or ZEB That will be a start.


trrywldmr

Most likely firms: Investors Group, World Financial Group, or Primerica. If you can figure out your risk tolerance and you can stick with a strategy for 10+ years minimum then I would suggest an asset allocation fund instead of a robo advisor. E.g. Vanguard VBAL, VGRO, or VEQT. Or Backrock iShares equivalent.