Paul Green
AUGreat product and service. -
Dave Guzman
GBGreat summary of product features Pax did an excellent job at presenting all of the features and providing tips to get more out of the product.
Jesse Steele
GBIt was solved before I got an answer… It was solved before I got an answer that it was solved.
Michael J Wilson
GBLearning about the service I'm still trying to understand the business and what it might offer me. I was disappointed that the issues that I had questions about (potential conflicts of interest, tax deductibility, and diversity) were unknown or not considered. Finally, I was not happy with the hard sell ("You have to decide this today.") when I was sincerely trying to learn and inform myself.
Ariel
CAMaryia offered fantastic assistance to… Maryia offered fantastic assistance to come up with appropriate wording, language and strategy to help us get our message out to our advisors and achieve our objectives. Thank you so much!