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401K in STX


Advanced Member
Joined: 17 years ago
Posts: 371
November 13, 2008 3:14 pm  

Does anyone know of a good financial planner in STX that can set up several 401Ks for employees of a new business?

Trusted Member
Joined: 14 years ago
Posts: 580
November 13, 2008 3:33 pm  

i think Marshall and Sterling would be a great place for you to do this through. Merill Lynch also has an office here, Marshall and Sterling may work with them. (340) 773-2170.

Trusted Member
Joined: 16 years ago
Posts: 2045
November 13, 2008 4:57 pm  

Merrill Lynch is in Gallows Bay above the coffee shop. Most of the employers I do books with use stateside companies. Your not limited to the VI.

Active Member
Joined: 16 years ago
Posts: 15
November 13, 2008 7:21 pm  

Merrill Lynch was recently purchased by, I believe Bank of America. Part of the Banking/Investment mess. I currently use ML but will be taking my business somewhere else. This is the second time in recent history Merrill Lynch has been in trouble. Having said that, the individual account managers, like the ones mentioned in this thred, should be considered responsible unless someone has reason to believe otherwise. I only mention the Merrill Lynch/BoA takeover as a something to consider when choosing an investment company to manage your retirement account.

Exit Zero
Trusted Member
Joined: 15 years ago
Posts: 2453
November 13, 2008 8:53 pm  

I had to laugh after I opened this thread - I thought maybe some one had finally saved up enough money to move to the VI with the appropriate and necessary nestegg -- $$ 401,000 .

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