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Old 03.03.2015, 23:31
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US investments/financial advisors

We are working on changing some of the investments that we have in the US. When we called one of our bank's financial advisors to discuss our plans, we were told that he is "not allowed" to offer us financial advice since we are currently living abroad. Has this also been your experience when trying to invest in your home country? Do any US citizens have recommendations of US banks or businesses that work with expats?

We know that there is a lot of bad advice out there for expats looking to invest, but we're wondering if there is also some good advice.

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Old 04.03.2015, 10:28
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Re: US investments/financial advisors

I came across this site as one of the cars in my village had it on their vehicle. Might be a decent starting point if no one else has personal recommendations.


http://www.americanswelcome.ch/welcome.php
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Old 04.03.2015, 10:32
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Re: US investments/financial advisors

I know they don't offer life insurance to those already abroad. I suppose if you had it before moving out of the country, you could keep it, but to get a new one while living abroad is not possible.
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Old 18.09.2015, 08:55
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Re: US investments/financial advisors

You can visit the new Swiss platform for American expats "Where Americans are Welcome - Expats" at americanswelcome-expats.ch
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Old 21.09.2015, 15:58
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Re: US investments/financial advisors

If you or your parents were ever a part of the armed forces, you can use USAA. They are accustom to working with Americans abroad and have offered me advice on investments.
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Old 21.09.2015, 16:12
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Re: US investments/financial advisors

Quote:
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If you are looking to invest a broad
I think you may be looking for pimpforum.ch
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This user would like to thank transeuropeancheese for this useful post:
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