4 /5 Dale Reed: Im new at learning about all of this, so my input might not be as useful as others who have a lot more knowledge.
The initial information session was very good, and obviously handled by someone who knows the subject matter very very well, no doubt about that. I appreciated it very much.
It was unfortunate for me to learn that the finance professional who responded to my request to learn more is based in (by which I mean physically in) the State of Florida, and that the company headquarters is in Massachusetts, because Im on the West Coast of the US. When I asked for a representative whos in an office more local to me, I was told theres not one in my city (a large city, by the way), not even in my state.
Without saying its a drawback on the company itself, because I know nothing about it, I prefer dealing with someone I can see in person and face-to-face, even with the advent of modern technology giving various options. The country is too big for its only professionals to be in one single place, so I can find someone more closely located to where I am.
