I had a positive experience the first year or so of working with Randy. Really respected all that they did for me. Unfortunately, after I was transferred to a lead adviser, my experience completely changed. There were situations in which the lead adviser Drew spoke negatively and was accusational. At the end, the trust was broken and has to find another financial advisor.
I had a positive experience the first year or so of working with Randy. Really respected all that they did for me. Unfortunately, after I was transferred to a lead adviser, my experience completely changed. There were situations in which the lead adviser Drew spoke negatively and was accusational. At the end, the trust was broken and has to find another financial advisor.