Very pleased with Allworth Financial. I've had multiple visits with my advisor (Lisa) this year and I just finished my annual review. The review took over two hours and included a review of investments, portfolio performance, taxes, and more. I really appreciate the professionalism and expertise of my advisor as well as the friendly and personal approach of the entire staff.
Very pleased with Allworth Financial. I've had multiple visits with my advisor (Lisa) this year and I just finished my annual review. The review took over two hours and included a review of investments, portfolio performance, taxes, and more. I really appreciate the professionalism and expertise of my advisor as well as the friendly and personal approach of the entire staff.