I recently worked with this company and I have to ...

I recently worked with this company and I have to say, their approach was refreshing. The financial advice I received wasn't just about numbers and graphs, but it was tailored to my life goals and aspirations. The team took the time to understand my unique situation and offered creative solutions. However, I did find that their communication could be improved. I sometimes had to follow up multiple times to get a response. Overall, I appreciated their dedication to understanding my needs, but I hope they can enhance their responsiveness in the future. 😊