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In my limited experience, there is no investment firm that is great or terrible. It has everything to do with the chemistry between you and your professional financial advisor. Personally, I start by speaking with the older,more affluent people that I know. I ask them who they use. Secondly, I typically seek out a (professional) advisor that is older - mid 40's. No offense to the young ones, but I don't want my advisor pushing me so he can get his commission and make his car payment. An older advisor is, typically, financially stable enough to make decisions that are best for you, rather than his immediate cashflow situation. Because he doesn't have to think short term for himself, he can think long term for you!
Having said that, there are certainly young advisors that are more than capable. It's all about chemistry and trust. Feel free to schedule interviews with several and go with the one that gives you the fuzzies.
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Gives a man a halo, does mead.
"Here lies The_Jazz: Killed by an ambitious, sparkly, pink butterfly."
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