I recently used this company's services for financ...

I recently used this company's services for financial planning, and I found the approach to be fairly standard. The website was easy to navigate, and I appreciated the range of investment options available. However, the customer service was average, and I didn't feel that my advisor went above and beyond to address my specific needs. 🤔 Overall, the experience was okay, but it didn't exceed my expectations. I would recommend this company for those seeking traditional wealth management services, but if you're looking for a more personalized approach, you may want to explore other options.