August 2024
A very good investment group. Very professional and always on top of customer care.
July 2024
The service that I have received has met my needs. I called one time for support and had my initial questions addressed. My account has earned a modest 2.5% over the first six months on a stable investment path that is in line with my long-term retirement goals.
July 2024
Member since 2017 with the individually managed option then converted to professionally managed with intellicents in 2019. Great IRA offering and technology.