🏦 As a long-time client of this company, I have mi...
🏦 As a long-time client of this company, I have mixed feelings about their services. On one hand, their website is user-friendly, providing concise information about their fiduciary services. Their team is knowledgeable and was able to provide me with helpful advice when needed. However, there were instances where communication was lacking, and it felt like I had to chase them for updates. Additionally, their fees are slightly higher compared to other competitors in the market. While they do offer a satisfactory level of service, I expected more for the price I paid. Overall, the company provides an average experience with room for improvement in terms of communication and pricing. They may be suitable for those seeking professional fiduciary services, but there are better alternatives out there. 😐✨