
Susan S.
7/8/2025
Having been a client with them for over 15 years, and having a fair amount of pension invested through them, I have been kicked out of their services as I didn't respond to an email from them...
(2)
Having been a client with them for over 15 years, and having a fair amount of pension invested through them, I have been kicked out of their services as I didn't respond to an email from them...
Unfortunately, this organization can't be trusted. Reneged on a huge agreement that we had. Sad as we had worked together for years. Brian J. White I'd partner I dealt with. Disappointing. - DG