I recently engaged with this company for some help...
I recently engaged with this company for some help with financial planning, and I found the experience to be fairly average. While the staff was courteous and professional, I felt that the service lacked a bit of personalized attention. The financial advice provided was sound, but I didn't feel like my specific needs were fully understood or addressed. Additionally, the response time to my inquiries was a bit slow, which was slightly frustrating. The company's reputation and expertise are commendable, but I think there is room for improvement in terms of customer engagement and tailoring their services to individual clients. Overall, it was an average experience, and I hope to see them enhance their customer-centric approach in the future.