I recently used their services for financial plann...

I recently used their services for financial planning and investment management. The website was user-friendly and provided helpful resources. However, I found the customer service to be lacking at times, as it took longer than expected to receive responses to my inquiries. The investment options offered were fairly standard, and I was hoping for more personalized recommendations tailored to my specific financial goals. Overall, the experience was average. It would be great to see more proactive communication and a wider range of investment strategies offered. Hopefully, there's room for improvement in the future. 🤔