I recently used a financial planning firm for assi...

I recently used a financial planning firm for assistance with my future investments. The experience was good overall, but there were a few areas where I felt they could improve. The team was knowledgeable and helpful, but I found their website to be a bit outdated and difficult to navigate. I would have liked to see more innovative tools and resources available. Overall, I would recommend this firm for their expertise, but suggest they invest in updating their online presence.