Lisa W.
4/9/2024
I was impressed with the professionalism of the front office person Kieran. He was on top of everything in the office. I had a 1pm appt, yet my advisor was on the phone with another client and did...
(2)
I was impressed with the professionalism of the front office person Kieran. He was on top of everything in the office. I had a 1pm appt, yet my advisor was on the phone with another client and did...
Office is non-responsive for requesting callbacks and emails to tax preparers are ignored. Called today to see if there was a branch manager and told no but there is a "lady who works between two...
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