The experience I had with this company was average...
The experience I had with this company was average. The website was easy to navigate and provided information about their services in a clear manner. However, I found the customer service to be lacking. It took several days for them to respond to my inquiries, and even then, the responses were not very helpful. I also had some issues with the investment advice they provided, as it didn't seem well-researched or tailored to my specific needs. Overall, I think there is room for improvement in terms of communication and personalized service. For someone looking for a basic wealth management service, this company might suffice, but for those seeking a more comprehensive and attentive approach, I would recommend looking elsewhere.