Kari Mlynar

İnceleme Elcot Capital Management

I recently engaged with a financial advisory firm ...

I recently engaged with a financial advisory firm that provides a wide array of services. To be honest, my experience was pretty average. The team appeared knowledgeable in their field, and their investment recommendations were sound. However, I felt that the communication could have been more proactive and personalized to my specific needs. The overall customer service was satisfactory, but it lacked that extra touch that would make me feel like a valued client. Additionally, the fees were on the higher side compared to other companies I've worked with. 🤔 In summary, if you're seeking a straightforward investment management, it's worth considering them. However, if you value more personalized attention, you might want to explore other options. 📈