
Christina S.
11/10/2016
Disappointing to say the least!! When we were initially meeting to invest our money, we were told REPEATEDLY that we'd have quarterly meetings. Not once has this been scheduled - in over 2...
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Disappointing to say the least!! When we were initially meeting to invest our money, we were told REPEATEDLY that we'd have quarterly meetings. Not once has this been scheduled - in over 2...
My son had a custodial account transferred to this firm Aug 2017. Not once did an advisor reach out to him to discuss investing the cash. He even went in at one point to change his address &...
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