USAA is The American Legion's preferred provider of financial services. Offering a range of top-rated financial and insurance products and services. USAA welcomes honorably discharged U.S. military veterans, active-duty troops and qualified family members and descendants of those who have served. USAA contributes funds to American Legion programs when members join through a dedicated channel:
usaa.com/legion or by calling toll-free at 1-877-699-2654.

Financial Questions & Answers

Financial Questions & Answers

Question:

My wife has a retirement account and a CMA account that has quarterly maintenance fees instituted this year. We need to find a local reputable financial planner for advice. – Steven

Answer:

It sounds like your wife’s CMA account is just a non-retirement brokerage account. If she’s working with a full-service broker, it’s likely there could be a host of fees or charges. We don’t toot our own horn too often, but in this case it may make sense to give one of our USAA advisers a call at 800-531-3392 and let them help you develop a plan that makes sense in the context of your financial situation and goals and to reduce your out-of-pocket expenses.