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(2 Reviews)
Featured review:
"My husband is preparing to retire. This place was recommended to him. He took a vacation day and we went to a meeting with all our financial records. We were quickly told that they don't take anyone with less than a million dollars to invest. We were caught totally by surprise and felt humiliated. I believe they should let potential clients know that when they call for an appointment. It was a total waste of time." - Michele H.