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November 2023
They have many advisors....I called to make an apt. on mon. by thurs still no call back. They don't pick up the phone. Kicks out to the national number they reached out to the branch to have them call me. So not even an email to the branch could get a call back. No service.
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July 2022
Don't bother opening an account. Can't get an answer to simple and straightforward questions.
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January 2022
Aaron was so nice and helpful! He helped me roll over my old 401k's into an IRA. The appointment felt very personalized and I did not feel rushed into making any decisions.
