This location appears to be a reliable spot for financial planning and investment advice. The staff, including Cheryl Smith, seem to be knowledgeable and helpful. The building is wheelchair accessible, with features such as a wheelchair accessible restroom, parking lot, and entrance. Unfortunately, appointments are recommended, which might not be convenient for those who prefer to drop by unannounced. The business is well-rated and has a good reputation. Despite a few minor drawbacks, this location is a good choice for those seeking financial services. Note: The only minor drawback mentioned in the review is the requirement of appointments.