I recently used the services of this company and f...
I recently used the services of this company and found them to be quite average. While their website is user-friendly and provides some helpful information, I was hoping for a bit more personalized attention and tailored financial advice. The customer service was satisfactory, but I felt like I was just another client in the system rather than receiving individualized care. Additionally, their investment options were fairly standard and didn't offer any standout features. Overall, if you're looking for a basic wealth management service with a straightforward approach, this company could work for you. However, if you're seeking a more hands-on and customized experience, you may want to explore other options.



