Please help dad to take action to move his retirement to fidelity and give him tact when telling the advisor he tried him out but the overall poor performance means he is moving his investments elsewhere. Nothing personal! Help him be sure he wants to move that out and try the investor who has...
action
advisor
comfortableretirementdad
country: united states
fidelity
final clarifying questions
investments
new investor
overall poor performance
tact