Can we talk about that $75 bank 'financial review' that did nothing for my savings?

Quinn Grant · 2026-11-14T18:45:06.149105+00:00

I sat down with a rep at a Chase branch in Columbus 8 months ago for their free financial review, and the guy just pushed a 0.01% savings account on me. I moved my cash to a broker money market fund a month later and I am already up about $400 in interest. Banks sell you products, brokers sell you access, and that meeting cost me hours I will not get back. Has anyone found a bank review that was worth the drive?

Rigidtalk

Loading…

Can we talk about that $75 bank 'financial review' that did nothing for my savings? | Bank Vs Broker - Rigidtalk