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January 2023
Horrible wealth management services that charge you $ thousands for simple mutual and EFT funds you can easily purchase your self. Don’t waste you hard earned money here.
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February 2022
Honestly the worst customer experience I’ve ever had!!They were repeatedly demeaning and impossible to speak with. Even after many attempts to speak about any issues, I was shut down or told to go away. Wonderful customer service
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October 2021
Honestly the worst customer experience I’ve ever had!!They were repeatedly demeaning and impossible to speak with. Even after many attempts to speak about any issues, I was shut down or told to go away. Wonderful customer service
