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Cory Snyder

6 months ago

I recently used the services of this wealth manage...

I recently used the services of this wealth management company and found their website to be user-friendly and informative. The investment options were diverse and well-explained, making it easier for me to understand. The customer service was responsive and helpful when I had queries. However, I felt that the fees were a bit on the higher side compared to some other companies I have researched. Overall, the experience was satisfactory, but I hope they would consider revising their fee structure to become more competitive. 😉

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