3.0
5 Nov 2013
Current employee, more than 10 years
Detroit, MI
Recommend
CEO approval
Business outlook
Pros
Freedom to develope your independent financial practice as you desire. The tools and options are available to create most advisory practice business plans.
Cons
IT and computer systems need to be updated and redesigned to make more user friendly. Charges for technology and systems expensive and less comprehensive then competitors. Most Home office support provided by lower level inexperienced staffers who screen calls and have to get answers from supervisors.