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Daniel Rosenberger

2023-11-19 15:18:00

As a customer, I found the services provided by th...

As a customer, I found the services provided by this investment advisory company to be quite average. While the company's website is user-friendly and provides some valuable information, I felt that their offerings lacked the depth and customization that I was seeking. The consultants I interacted with seemed knowledgeable but lacked the personal touch that I was hoping for. Additionally, the company's fees were on the higher side compared to other similar firms in the industry. Despite these shortcomings, I must commend them for their promptness in responding to queries and their professional approach. Overall, my experience with them was satisfactory, but I believe there are other options available in the market that might better cater to individual needs.

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