Before I do business with anyone I like to see how interested they are in my needs. I called and schedule an appointment to have them help me with a small retirement account. I purposely told them the account was less than $100,000 to see how I would be handled. I was scheduled 2.5 weeks out and felt that $100,000 was not enough to get their attention. During the initial call the rep was not very engaging or interested . . I thought let me give them one more shot. I cancel my appointment and NOPE not one follow up call or email. So obviously, this place is only looking for big fish . . . how can I rely on someone to take care of my dollars when they don't' care to handle my pennies? Lesson . . don't judge a guy in cargo shorts and t-shirt, I am willing to bet many of them make and have way more money than guys rolling in leased Mercedes and in debt to their eyeballs. Flipside, they might be AWESOME for clients with a huge portfolio, but they will never get to see what I was willing to bring. BTW ,DO NOT CONTACT me for follow up. read more