January 2025
I had the opportunity to work with Megan Lee. She was very professional and willing to help. She would explain things to help me understand and went above and beyond in terms of customer services. She would put the customer’s best interests first and i can attest to that.
August 2021
Great branch. They offer refreshments. Staff is really kind. And they care about cleanliness. Great experience overall.
June 2020
By appointment only during the virus issue. The only brokerage firm I trust. Efficient trades, great security and good people. That's all I ask for.
