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I recently used this financial and tax planning company for my needs. While their website was easy to navigate, I found their services to be quite average. The team was professional and responsive, but I felt that their guidance and advice lacked creativity and innovation. It seemed like they followed a cookie-cutter approach without tailoring their solutions to my specific needs. Additionally, their fees were on the higher side compared to other providers in the market. However, I must say that their attention to detail and accuracy in handling my financial matters was commendable. Overall, while the company provided a satisfactory service, I expected more personalized and value-added solutions for the price I paid. 😐