This business location seems to be a decent choice for those looking for investment services and financial planning. The staff is generally helpful, as evident from positive reviews praising individuals like Scott O'Donnell and Henry Win. However, there have been instances of poor customer service and even rudeness from certain employees, as seen in one negative review. The trading services and features seem to be a strong point, especially with free trades for the little guy. Despite this, there are some concerns regarding the company's professionalism, as mentioned in a survey.The business appears to be wheelchair accessible, with amenities like a wheelchair accessible restroom and parking lot, making it suitable for people with disabilities. The working hours seem to be standard, but it's worth noting that appointments are required for planning services. The address and phone number are clearly provided, making it easy to get in touch with them.The provided comments highlight some issues with the company's policies and customer service. One customer was dissatisfied with being charged $10 to cash a TD check, while another customer lost a significant amount of money due to not knowing about stock CDs. On the other hand, many customers praise the company's customer service and helpful staff, particularly Scott O'Donnell and Henry Win. While this business has its strengths, it's worth noting that there are some concerns about professionalism, which may impact the overall customer experience.