We had some financial scenarios we really needed a proffesional opinion on and this company was recomeded to us. While it wasn't a bad experience, I can't say they actually provided much help.
First of all- their offices are hideous. Or should I say office? I guess I had envisioned an office building in which there would be a suite with say a lobby and at least a couple modest offices for privacy. When we got there, you follow a dank, dirty, winding hallway to an office door labeled with their name.
We were a few minutes late so we try to open the door to go in and apologize and wait- but are stopped quick because this is a small single office and THEY are running later than us apparently. So we wait in the uncomfortable small dirty hallway for another 20 minutes- 30 minutes late total. Afterwards we have to squeeze past the previous client into a very minimalist office for our meeting.
The financial planner proceeded to ask several questions not related to our purpose for the visit and then realized she was on the wrong topic. The rest of the meeting consisted of us having to pull every shred of information out of her. She barely spoke. We had to ask very spefic questions for any help at all.
We left feeling we could have done this over the phone and saved ourselves the consultation fee. She offered no information we didn't already know and was not interactive or agressive in presenting it or the facts.
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