O

Odeta
的评论 Zechman Capital

8 几个月前

I recently used this financial company for investm...

I recently used this financial company for investment advice, and I found the experience to be fairly average. While the customer service was friendly and responsive, I felt that the investment recommendations were not as tailored to my specific financial goals as I had hoped. The company's website provided some helpful resources, but I would have liked to see more in-depth analysis and educational materials. Overall, my experience was okay, but I think there is room for improvement in terms of personalized financial planning and education for clients.

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