The financial planning services provided by this c...

The financial planning services provided by this company were quite average. The website was easy to navigate, but the initial consultation felt rushed and lacked personalization. The investment options presented were standard, and I was hoping for more tailored recommendations. However, the advisor was knowledgeable and answered my questions. The follow-up communication was prompt, but I felt that the ongoing support could have been more proactive. Overall, the experience was decent, but I believe there is room for improvement in terms of individualized strategies and continued engagement with clients. 😐📊