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October 2023
Place is garbage they gouge on fees. $100 to close an account because they are pathetic and won't move the account to an existing account. They have zero customer service skills. Invest with other options like T Rowe price. These guys are a joke, they are pathetic parasites
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October 2023
Let me say this! Jeannie is the best! I am trying to transfer an inherited IRA, as well as sell some stocks. Jeannie has been so helpful and kind during a very difficult time for me. I cannot vouche for others in the office, but I know she is top notch!
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November 2018
Went in there to get help with my account. Was told they couldn't help us here. When we asked who could help us they said they didn't know and then asked us to leave.
