Unprofessional, won't return messages. Someone else at AXA was using my social security number, and I couldn't get my retirement account manager, Trevor Roberts, to return any of my calls or emails. Don't trust them with your money.
March 2019
I have used them for three years now. Very thorough. My tax situation is complicated as we have a small business and multiple investment accounts. They also provided investment advice free of charge since we are a current tax customer.