Jim Kolassa

Отзыв на Kase wealth advisors, llc

I recently started seeking financial advice from K...

I recently started seeking financial advice from Kase Wealth Advisors, LLC, and I can honestly say that it has been an average experience so far. Their team is knowledgeable, but I expected a higher level of service. The investment recommendations provided were decent, but I feel like there is room for improvement. Communication could have been more prompt and proactive. Overall, the experience has been satisfactory, but I am yet to see outstanding results. I hope they can step up their game in the future.