Very professional people who do an excellent job with their extensive research and knowledge.

Would give zero stars, if possible. Absolutely horrendous firm. They sound nice and friendly but don't actually care a bit about their customers. When my "financial advisor" left, I shared my dissatisfaction about lack of communication with my new "advisor" but nothing changed. In the 4+ years my money was with this firm, I never got a single bit of ADVISING! STEER CLEAR OF THIS PLACE! You're better off doing it on your own.

Financial Planner

This firm held my son's cash for almost 2 years & he received no advising. His cash lost money because the firm withdrew a $65 service fee without his authorization. Also, be forewarned, when my son closed his account they did not verify his identity. He did have a current statement in hand, but with mail being stolen daily, this is concerning.

Lovely people here.