I received an invitation to attend a presentation and a meal for the dates of 11/11/24 or 11/12/24…read morewith the noontime mail on the 12th! This left little or NO time to reply in order to realisticly consider the offer. I would not trust a company that feels that this is a reasonable way to attract customers with myretirement future. 'Nothing to see here, move along'. I would suggest looking elsewhere for your retirement planning needs. Retirement planning is too important to settle for a company that doesn't take potential customers seriously.

All I can do is comment on the office staff as we just made an appointment. They were nice and…read morefriendly to me. I called with the dates I could come and they worked with me. Even sent me a texted message with locator and date and time.

This was the worst experience you could possibly have, your pressured into signing up. They…read moreliterally made no change in my credit and then they tried to blame me cause I used my credit card one time. What a joke they did nothing but take my money. It's a complete scam, people who have been there locally, describe the office as a joke. Please read other reviews, save your money the owner Andrew is a con artist, I wish I would have read reviews first.