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Terry Margolis
Reviews 1

πŸ‘¨β€πŸ’Ό As a customer, I recently had an average experience with this company. While browsing their website, I found it to be well-organized and easy to navigate, providing all the necessary information about their services. However, I did encounter a slight glitch when trying to fill out their contact form, which was frustrating. πŸ˜• On the positive side, their customer support team promptly addressed my concerns and resolved the issue with professionalism and courtesy. πŸ‘ I appreciate their efficient communication and quick response time. In terms of their products, they offer a decent range, although I felt that the quality could have been improved for the price. 😐 Overall, my interaction with Atwood & Palmer was satisfactory. While there were minor setbacks, their customer service demonstrated their commitment to resolving issues. I would recommend this company to others who are looking for an average experience.

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About Atwood & palmer, inc.

Atwood & Palmer, Inc. is an independent, fee-only registered investment advisor founded in 1990, based in Kansas City, Missouri. The firm provides wealth management services to high-net-worth individuals, multigenerational families, and charitable foundations, operating as a boutique partnership. Its stated mission is the preservation and growth of generational wealth, offering comprehensive oversight and execution of complex personal and professional assets. Acting as a fiduciary, the firm prioritizes client interests and serves a limited number of clients, accepting inquiries by referral or direct contact.

Address
4520 madison avenue