As a customer, I found the services provided by th...

As a customer, I found the services provided by this company to be average. While the financial advisors were knowledgeable, I felt that the communication and follow-up could have been more prompt and proactive. The website was informative, but I struggled to find specific details about their investment strategies and performance track record. Overall, I received satisfactory assistance with my financial planning, but I believe there is room for improvement in terms of responsiveness and transparency.