I recently worked with a firm for my financial nee...
I recently worked with a firm for my financial needs, and while the services provided were adequate and the communication was clear, I found the overall experience to be average. The website was easy to navigate, and I appreciated the range of services offered. However, I felt that the personalized attention and support could have been more consistent throughout the process. I am grateful for the assistance received, but I believe there is room for improvement in terms of efficiency and attention to detail.