I recently used this financial planning service an...
I recently used this financial planning service and found it to be an average experience. The website was easy to navigate, and I appreciated the range of resources available. However, I encountered some challenges when trying to schedule a consultation, and the overall communication was a bit slow. The financial advice I received was decent, but I felt it lacked a personalized touch. Overall, I would say my experience was satisfactory, but there is definitely room for improvement in terms of customer service and tailored financial planning.