I spoke with a Chase financial advisor last year. They offered a wide range of services, including investment planning, retirement savings, and education funding advice. The advice was pretty personalized; they took the time to understand my goals. As for fees, they can vary based on the services and products you choose, so it's worth discussing this upfront. There could be some conflicts of interest since they might recommend Chase products, so just keep that in mind. Overall, I've found their insights helpful, but it's essential to weigh the costs and ensure it aligns with your needs.
