Jesse Steele
GBIt was solved before I got an answer… It was solved before I got an answer that it was solved.
John Howard
GBHe moved too quickly He moved too quickly Sounded like a rehearsed “sales pitc” Not even sure what I’m getting or what I paid for Confused about refund policy/guarantee
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.
J.D. Cronin
GBExcellent First Meeting Jai answered all questions and was engaged. Excellent first meeting. I look forward to digging in with this company.
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!