The business location is well-equipped with amenities such as on-site parking, wheelchair-accessible restrooms and parking lot, and a wheelchair-accessible entrance. The staff is friendly and welcoming, with one reviewer noting that the staff demonstrated exceptional kindness, patience, and compassion. However, there is a notable issue with the customer service, as one reviewer had a disappointing experience with a receptionist/financial advisor who seemed uninterested and disrespectful. The office setup may not be conducive to complex financial discussions, and the need for an appointment to be attended to may be a hindrance. Furthermore, there have been some concerns raised about the company's practices, including a settlement with the SEC regarding a "cash drag" on client portfolios. Despite this, the business has a good reputation and is well-regarded by some customers. Overall, the business offers good value on trade costs, but there may be some issues with customer service and company practices that need to be addressed. One of the main issues is that the business has some problems with customer service.