“When I came in first I worked with Katie and she didn’t ask me any questions and was not very helpful she also wasn’t warm or welcoming.I had to go back after my fiancé reminded me that they had forgotten my investment account.Keelan Darling took care of all of my issues and was super nice and great to work with. She’s very kind and professional. It would be a 5 stars if I met keelan firstThis is also from the point of view as a Filipino who is not the greatest with English and does need help as this is not my home country or my first language.”
Bookkeepers
Bookkeepers
“When I came in first I worked with Katie and she didn’t ask me any questions and was not very helpful she also wasn’t warm or welcoming.I had to go back after my fiancé reminded me that they had forgotten my investment account.Keelan Darling took care of all of my issues and was super nice and great to work with. She’s very kind and professional. It would be a 5 stars if I met keelan firstThis is also from the point of view as a Filipino who is not the greatest with English and does need help as this is not my home country or my first language.”