In the July commentary David S. says ...I far prefer T. Rowe. Fidelity forever seems to be scrambling to expand The Fidelity Empire, T. Rowe seems to be focused on managing my portfolio. So I moved money from Fidelity to T. Rowe....
I was wanting to ask what MFO contributors use for a brokerage house and why. Especially those in or nearing retirement.
Personally I have experience with Fidelity and Vanguard but only in the accumulation phase. As retirement nears I will have 401's to rollover and would like to consolidate both mine and my wife's portfolios. Due to work retirement plans we now have monies in 4 different investment companies. Once retired the 2 main 401's will need to be rolled over.
Vanguard, Fidelity or T. Rowe Price? What are your thoughts.