As a customer seeking financial guidance, I found ...

As a customer seeking financial guidance, I found the services provided to be satisfactory. The investment options were fairly standard and lacked a bit of innovation. The website was user-friendly, making it easy to access information, but it would have been helpful to see more in-depth educational resources. The customer service was polite and responsive, but at times, it felt a bit impersonal. I appreciated the transparency in fees and the overall professionalism displayed. However, I would have liked to see more personalized recommendations tailored to my specific financial goals. Overall, it was an average experience.