Faisal M.
12/29/2021
Escalating charges and higher fees with last minute communication leaving a client stranded and ignored. Should have switched sooner.
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PP&Co is a financial advisory firm located in San Jose CA dedicated to providing personalized financial planning and investment strategies. With a focus on helping clients achieve their financial goals the team at PP&Co offers expertise in wealth management retirement planning and tax strategies. Their approach combines industry knowledge with a commitment to client satisfaction making them a trusted partner in navigating financial decisions.
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Escalating charges and higher fees with last minute communication leaving a client stranded and ignored. Should have switched sooner.