Ray Forde

的评论 Integrated wealth management, ...

As a customer, I recently discovered Integrated We...

As a customer, I recently discovered Integrated Wealth Management while looking for financial advice. Their website, intwealthmgt.com, is clean and easy to navigate. The information provided about their services is detailed and informative, giving me a good understanding of what they offer.

I decided to engage with Integrated Wealth Management for financial planning assistance. The overall experience was average. While the team was professional and responsive, I felt that the advice given was rather generic and could have been more tailored to my specific financial goals.

However, I appreciate that they took the time to listen to my concerns and provide me with a suitable plan. The communication was efficient, and they promptly addressed any questions or concerns I had.

Overall, Integrated Wealth Management provides a decent level of service. With a bit more customization and personalization in their approach, they could truly stand out in the competitive world of wealth management.