J

Jeanne Jones

6 tháng trước

As a customer, I found the investment advice provi...

As a customer, I found the investment advice provided by this company to be satisfactory. The financial advisors were knowledgeable and seemed to genuinely care about helping me achieve my goals. However, I did encounter some issues with communication and response times. There were instances where I had to follow up multiple times before receiving a timely reply. Additionally, I felt that the investment options presented to me were somewhat limited and not tailored specifically to my needs. While I appreciated the overall professionalism of the company, I believe there is room for improvement in terms of customer service and personalized financial solutions.

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