This business has a solid reputation in the community. The staff is knowledgeable and personable, making them a joy to work with. They are also efficient and professional, always taking care of their clients' business promptly. The workplace is wheelchair accessible, making it easy for everyone to get around. Unfortunately, there have been some issues with short selling and misinformation being spread by employees, which is not acceptable in a professional setting. Despite this, the overall experience is still positive. They have a wide range of services, including planning, financial advising, and investment services. The working hours are convenient, allowing for appointments to be made with ease. They are a bit limited in their availability, being closed on weekends. The location is easily accessible by phone and online. Their website is easy to navigate, and their co-brand, Waypoints Financial, seems to be a reputable company. The business has a strong commitment to their clients, with employees going the extra mile to ensure their needs are met. The clients who have given them high ratings praise their professionalism, efficiency, and friendly service. Overall, it is a good choice for those seeking financial advice and investment services.