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.
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
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