The experience with this company was average. The ...

The experience with this company was average. The website was easy to navigate and provided a good overview of their services. However, I found the customer service to be lacking. It took a while to get a response to my inquiries and the representative was not very knowledgeable. The investment advice provided was also average at best, with generic recommendations that did not take into account my specific financial goals. Additionally, I experienced some issues with accessing my account online. Overall, while the company's website was informative, the customer service and investment advice left much to be desired. I would recommend looking into other wealth management options before committing to this firm.