Anyone get any clients from an HR block or other tax organization? I suspect a lot of rollovers, mortgages and annuities?
I've had a couple of people come over during tax season. The last guy I had told me the rep was so busy processing paperwork on the acccounts that they didn't talk about what to do with the money. Just sit down, shut up, sign here, write the check, we'll talk about your IRA after April 15th.
You may find a lot of weird stocks since they absorbed Olde Discount Brokerage a few years ago.