Chase wants to manage my savings / wealth plan or management.
I have about 120k saved and make around 240k a year. Already have 401ks etc. Chase had a meeting with me today to schedule a wealth management plan and basically presented me a nothing document summarizing my current income and projected retirements.
They did not give much info on what they would do with my Savings etc to help them grow other than that anyone else have experience with Chase managing money? I don’t think I need this personally it’s not a lot of money right now.
u/Independent_Meat3333 — 5 days ago