David Troszak Review of Forteris wealth management
I recently had the opportunity to explore the serv...
I recently had the opportunity to explore the services offered by this wealth management firm, and I must say, I found it to be quite average. While the website, fort*******m.com, does provide a decent amount of information, I felt that the overall user experience could have been improved.
The company claims to offer a range of wealth management solutions, but I found that the options provided were not particularly extensive or innovative. The lack of personalized services was also a drawback for me. I was hoping for a more tailored approach, given the nature of wealth management.
However, it's important to note that the customer support team was responsive and attentive to my queries. They helped clarify some doubts I had regarding the services, but there was still room for improvement in terms of their knowledge and expertise.
Overall, my experience with this wealth management firm was average. While it met my basic needs, it failed to impress me with its offerings and level of customization.
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