Suzette Engelbrecht

Відгук на Access wealth planning, llc

The financial guidance provided by this company ha...

The financial guidance provided by this company has been satisfactory. I appreciate the personalized approach and the effort to understand my specific financial goals. The advisors were knowledgeable and offered useful insights. However, at times, I felt that the communication could have been more proactive, especially when it came to updates on my investments. The website was easy to navigate and provided valuable resources. Overall, the experience was average, with room for improvement in terms of communication and regular updates.