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.
Scott Shirai
GBTaking $ with no refund They claim to have a 14-day grace period within which to cancel if yoou're not satisfied with their service but but denied me a refund.
Kevin Burton
GBJonathan made my onboarding experience… Jonathan made my onboarding experience amazing and a breeze. He was very knowledgeable, professional, kind and friendly. It made me immediately feel welcomed. He made the entire process very easy and put my nerves to rest. You never know what to expect post covid... with so many companies still short staffed and struggling to find good help. He went above and beyond. Thanks again
Jesse Steele
GBIt was solved before I got an answer… It was solved before I got an answer that it was solved.
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!