I started out having a very good experience with t...

I started out having a very good experience with this company. The process feels a little high pressure, but in the end, I was very pleased with the information they supplied and I intend to use most (if not all) of the recommendations that they provided. This is where it goes bad... Now that you are in their system, you will be continually harassed for more visits and more money. Their telemarketers will lie and say we want to send somebody by when they are in the area to provide tax updates on their recommendations... LIE... They want to start the whole process all over again. The telemarketers say whatever they have to in order to get a salesman in front of you and that poor guy will have no idea why he is there (even after driving 2 hours for the appointment).

I would have recommended them a month after my initial evaluation. but after being harassed by their business development team for the last year and a half, I say "STAY AWAY!"