3.0
24 Sept 2025
Recommend
CEO approval
Business outlook
Pros
- A lot of learning since the firm covers different aspects of Finance. (Financial Planning, Investments, Tax) - Smaller firm that allows more flexibility and more learning opportunities - Good team of analysts and client service people that are generally hard working, nice, and helpful.
Cons
- Very high turnover, mostly due to the company's CEO - Understaffed at times (due to high turnover) - Not many long lasting analysts or client service employees and therefore there are always new people that need training each year. Which ironically, isn't the best ROI.
