I came across one of their survey online and liked some of the recommendations they made so I went in to see one of their financial planners. When I got there they taught me so much about what I needed and why I needed it. I highly recommend anyone to ask advice with these guys. On my way up I met Mike, one of their associates. He made me feel very welcome. I didn’t know what to expect meeting with financial planners off the internet. Experience and value wise I’d take them over a major bank every single time.