Janice Tirrell

Review of charterhouse associates

I recently engaged with a financial services compa...

I recently engaged with a financial services company that specializes in wealth management and investment advising. My experience with them was average. The team was knowledgeable and professional, but I found the communication a bit lacking at times. While the investment options provided were solid, I wished for more personalized recommendations tailored to my specific financial goals. Overall, my experience with them was satisfactory, but I feel there is room for improvement in terms of client engagement and custom-tailored solutions.🤔