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Review by Anthony Palloto9 months ago
Overall I give customer service and my interactions with them 5 stars. I like what they are doing and they have been helpful, courteous and timely. They are very friendly and personal. Like your hometown CFP.
For offerings I give them 4 stars with the potential for 5 stars. I wish they had more crypto offerings and I still cannot purchase gold. These two items will take them to a five.
Overall I wish I could give them 4 and one half stars. Good people, good potential just need more investment offerings.
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