-
January 2019
The customer service is top-notch, but facility is dated, dark, and claustrophobic. The staff were high-energy, helpful and very knowledgeable. Free parking is available in Westin Hotel, which shares building with E-Trade.
-
November 2018
Assisted by a young man named Mike Hintz. Extremely helpful and knowledgeable, very grateful for the information. And thanks for the hat Mike.
-
September 2018
Todd Smith is fantastic! He is also a CFP so I recommend working exclusively with him. It is important that if you want someone look at your retirement picture they are a Certified Financial Planner if they do not hold this designation then honestly there probably (my opinion) just a salesperson.
