Vantaggi
We are a family. We have our dysfunctional moments, but we have the best clients in the world. We serve those who serve in the pursuit of THEIR financial goals. We love our clients, and we mostly love each other. We serve on 1 team. Our home office support is the best in the WORLD. These people help us to help our clients as if they were their own. They are the duck feet paddling hard under the water. They are our friends. Our compliance and legal teams keep us above reproach with all regulatory agencies. Our Principals and DA's ensure that we are all operating at the highest fiduciary standards to ensure every recommendation is in our client’s best interests. When the DOL rules came out we were prepared and ahead of other companies with our compliance.
Svantaggi
The company has some really wonderful people who are retiring.
