I recently had the opportunity to explore the serv...

I recently had the opportunity to explore the services offered by this company, and I found the overall experience to be decent 😐. The website was organized and easy to navigate, providing relevant information about their wealth management services. However, I found it lacking in terms of customization options. The lack of personalized investment strategies was a bit disappointing. The team seemed knowledgeable and professional, but I would have appreciated more proactive communication from them. The company's client portal, though functional, could use some improvement in terms of user-friendliness. On the plus side, the website does offer some informative articles and resources. Overall, my experience with this company was average, as it provided the basics but didn't go above and beyond to differentiate itself from other wealth management options.