Jennifer Oppel

Відгук на Assante wealth management

As a customer, the overall experience with the com...

As a customer, the overall experience with the company was satisfactory. The website provided a decent amount of information about their services and investment options, making it easy to navigate through the different offerings. However, I found the customer service to be a bit slow in responding to inquiries, which was a bit disappointing. Their financial planning tools were helpful, but I was expecting more interactive features to better visualize the potential outcomes of different investment strategies. Despite these shortcomings, the company's commitment to financial education and resources made the experience worthwhile. Overall, the company is worth considering for those seeking professional wealth management services. 📈🔍