October 2021 by Miriam D.
Please do yourself a favor and avoid this office at all costs, especially if you are a person of color. By undermining the person she has before her, basic knowledge of investments types and educational accounts, especially if she does not want to work with you. She is not resourceful or helpful by any means and wants to discourage people she does not see "fitting" for her office or to continue in the investment field at all. Very unprofessional or simply does not hold the knowledge you would like out of your financial advisor.
