Heather Beteag

Revisão de Wen capital advisory group, in...

I had a mixed experience with the financial adviso...

I had a mixed experience with the financial advisory company I worked with recently. While they provided some good advice, I felt that their communication could have been better. There were times when I had to follow up multiple times to get a response. Overall, they did help me with managing my investments, but I expected a higher level of service.