By anonpjyp
May 16, 2017
Great people, fantastic staff. The visitor parking is a little difficult to navigate through. The furniture and decor is a little dated. Lengthy meetings in quaint, musty offices was a challenge. Three hour meetings on Fridays didn't always work for my family. My advisor often spoke of penetration numbers for all clients financial plans. Not sure what he referred to but it seemed important to his F16
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