You recently graduated from college with a business degree and accepted a position at a major corporation earning more than you could have ever dreamed. You want to
(1) Open a checking account for transaction purposes,
(2) Open a savings account for emergencies,
(3) Invest in an equity mutual fund for that far-off future called retirement,
(4) See if you can find more affordable auto insurance, and
(5) Borrow funds to buy a condo, helped along by your uncle who said he was so proud of your grades that he wanted to give you $20,000 towards a down payment. (Is life good or what?) Make five lists of the financial service firms that could provide you each of these services.

  • CreatedOctober 31, 2014
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