As someone who recently used the services of a fin...
As someone who recently used the services of a financial planning firm, I found the experience with Stolz & Associates to be quite average. While their website provided some useful information and was easy to navigate, I didn't feel like they went above and beyond to meet my specific needs. The advisors were knowledgeable and professional, but there was a lack of personalized attention. I had hoped for more proactive communication and guidance throughout the process. Additionally, their fees seemed a bit on the higher side compared to other firms offering similar services. Overall, I would say that Stolz & Associates is an average financial planning firm, suitable for those looking for basic assistance but not for those seeking a highly personalized approach with more affordable options available elsewhere.