Online account access is terrible.
It hasn’t changed in over a year. I am very disappointed in this service.
Great team
Outstanding service. Always responsive to questions and concerns.
Best app
Never used a better app in my life.
The Best
I’m very happy having the same team, no matter where I live!
It shows things I understand
This shows things that I understand. I do wish that it showed more of my investments. And I wish the app wasn’t run by a company overseas.
Great Service
David and his staff are always so helpful and attentive to my needs!
World class customer service
I have used several financial institutions for business and investments. This office stands so much higher than the other ones. It’s a real pleasure to work with the ladies there.
John Howard
John Howard
Easy to use
This app is easy to use. Jesus loves you!
Romans 5:1-11
Romans 5:1-11
We Picked a Gr8 Advisor to Go With !!
My wife and I were immediately impressed by Steve and his office staff !! Very Knowledgeable and Friendly making this Office a Gr8 Fit to meet Our Investment Needs.
Life Choices
When my husband & I met Liz Lindley 25 years ago, working with her was the best life decision we could have made. Liz & her staff have made our (& now my) finances secure & worry-free.
Service
Terrible
Downtown Hastings, MN
Daniel and Shawna are just awesome!!! I would recommend them to anyone, and have!!
Profit sharing
I lost out on taking advantage of profit sharing for my company this year as i was not informed earlier of the cutoff date
Expert Advice
I Always depend on my financial advisor to help me make great decisions!
Poor application
Invest some resources this has been bad for years
Great app!
Allows for instant communication. Nice work.
Great team
Roy and his team are very friendly and helpful .
Best team!
I completely trust this team with my future and accounts. They are lovely and easy to work with!
Staff
What a fantastic staff at the Woodland California office. Always welcoming and Sam is great to talk with and has my best interests at heart!
Great time
Great expirance
