June 2022
Great place to do business, currently has TD Ameritrade in branch as well. Staff is knowledgeable and will direct you in the right path. Some services do require an appointment.
April 2023
They took over TD Ameritrade, which was where my account is located. I went into their office, to hand deliver my deposit. Then I ordered stocks online, just like before. Simple and smooth, no issues.
December 2022
Abraham was/is very knowledgeable and helpful. He helped me straighten out my finances and made me feel confident for my financial future
