We’re proud of our client roster of well-established regional businesses, not-for-profits and exciting start-ups. But we are even more proud that we’ve never lost focus on what is really important: the personal connections we make with every client. Big Thinking. Personal Focus. This is what has made us who we are today, and it will guide our actions in the future
A total of 5 reviews
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This has to be the worst advisors I've ever encountered. They never answer the phone, customer service is awful, don't return phone calls, can't access website, and also expect everything to be done via USPS. It's 2021 and this is people MONEY. Unfortunately, my employer at the time chose this for our retirement options. I would personally never work with them.
During Covid they are working remotely. They have not set up any alternate plans to work with customers. Highly don’t recommend a business that is so far behind the times. Covid is not ending any time soon. Get with the times SD!!
Waiting a month for my distribution. Draggjng their feet, in no hurry to help anyone.
Zero stars.
Highly recommended
