Trusted financial institutions

Non-investing personal finance issues including insurance, credit, real estate, taxes, employment and legal issues such as trusts and wills.
Post Reply
Topic Author
friar1610
Posts: 2331
Joined: Sat Nov 29, 2008 8:52 pm
Location: MA South Shore

Trusted financial institutions

Post by friar1610 »

In the course of updating my estate planning documents recently, I got to thinking about the financial institutions I have dealt with over the years that I have particularly come to trust. I'm curious what institutions would be on others' lists.

Here's mine:

Investing: Vanguard, TIAA-CREF
Banking: Navy Federal Credit Union, USAA Federal Savings Bank, PenFed
Insurance: USAA, Navy Mutual Aid Association

(An obvious military slant to mine.)
Friar1610 | 50-ish/50-ish - a satisficer, not a maximizer
User avatar
cfs
Posts: 4154
Joined: Fri Feb 23, 2007 12:22 am
Location: ~ Mi Propio Camino ~

Re: Trusted financial institutions

Post by cfs »

Friar good morning/afternoon/evening

I have a military background and here is my listing:

Investing: Vanguard
Banking: Navy Federal Credit Union
Insurance: USAA and AAA

Thank you.
~ Member of the Active Retired Force since 2014 ~
chaz
Posts: 13604
Joined: Tue Feb 27, 2007 1:44 pm

Re: Trusted financial institutions

Post by chaz »

For me: Investing: Vanguard.
Chaz | | “Money is better than poverty, if only for financial reasons." Woody Allen | | http://www.bogleheads.org/wiki/index.php/Main_Page
Buffetologist
Posts: 477
Joined: Sun Aug 22, 2010 8:58 am

Re: Trusted financial institutions

Post by Buffetologist »

Here is my list of institutions that I trust.
Post Reply