Omar Dominguez I had the worst experience at this place. They told me that because Im Latino, they couldnt help me and that I had to manage my investment accounts over the phone. This office was only for white people.
Karen Porter It is quite odd that the 1 star review met with Reagan and thought she was a he. I have had her help me with my portfolio for years and SHE is great!
Karen Gainnie Aaron Farnsley is very professional. He provides excellent service and is very knowledgeable. I can count on him to help make financial decisions for my future. He can be trusted and greatly relied on. This office is great for your wealth management.
Rose McCarter Julie has been doing our taxes for 10 yrs. She is thorough and detailed. I cant imagine anyone else taking care of us the way she has. They are really busy so I always get my documents to her as soon as I have them. Thank you for the great service
Dale and Rose
