I recently used the services of this company for s...

I recently used the services of this company for some financial advice. The staff was friendly and accommodating, and they seemed knowledgeable about their products. The only thing that bothered me was the lack of follow-up after our initial meeting. I had to continually reach out for updates, and I expected better communication from them. Additionally, I found their fees to be a bit on the higher side compared to others in the industry. However, their office environment was pleasant and comfortable, and the paperwork process was smooth. Overall, I'd rate my experience as average. They have potential to improve 🤔.