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I only have a small account in SoFi. The rest of my finances is held in other banks/brokerages. Can I still utilize SoFi’s free gold coast financial advisor service? I’ve never discussed finances with a professional outside of my tax preparer several years ago.
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Hi! No other company understands the financial needs of military personnel like USAA, so it offers them the most favorable conditions. Regardless of what financial product the client needs, they will find everything to satisfy their needs. Everyone can familiarize themselves with the company’s financial offers and products on their website. For those who need advice on any of the financial products, contact usaa will be useful, and an experienced company employee will answer all questions.
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