Not personable. I did not feel like my investments were in goods hands. I felt that I had to direct a conversation i believed should have been guided by the professional. In addition, they had a check to be deposited into an account for over 2 months and when I called multiple times for a response to understand where the money went- they did not call me back. finally after several attempts i talked to someone who tried to say the delay was a paper work filing error. I pulled all my investments from them and am now secure with who is managing my retirement and daughters college funds. read more