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Heather Beteag

2023-5-18 21:52:56

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.

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