Janet R.
3/20/2025
HORRIBLE! Beware if you are using these guys. Did not do what they said in regards to investment strategy. Their goal advisor couldn't give me a good reason why they'd bought investments - we...
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HORRIBLE! Beware if you are using these guys. Did not do what they said in regards to investment strategy. Their goal advisor couldn't give me a good reason why they'd bought investments - we...
Selected by RISD to hold my savings. I am a teacher - retired. Maybe I'm missing something but all they did was hold my funds for 6 years and charged a fee each month. Never sent me any updates...
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