Jeff T.
4/3/2025
We were invited to the Grove restaurant for dinner last evening to hear WA Smith present a financial education seminar. The COO presented what he called 45 minutes of information and it lasted one...
(3)
We were invited to the Grove restaurant for dinner last evening to hear WA Smith present a financial education seminar. The COO presented what he called 45 minutes of information and it lasted one...
provided poor advice regarding our family members estate. family members investments were not set up well, resulted in high taxes and penalties on the investments following our family members...
Unprofessional. Poor presentation. After second meeting I was sure I would not use them. Would not trust them with my retirement savings.
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