The building located at Main St Street in Dunedin City has a wheelchair accessible parking lot and entrance, making it convenient for everyone to access its services. The business, which offers financial services, accounting, and investment advice, appears to have some issues with security protocols. One client had their card canceled multiple times and reported being able to easily activate a new card with just the 16-digit number. This raises concerns about the effectiveness of the company's security measures. The business has a co-branding partnership with Wells Fargo Advisors. Overall, the experience seems to be marred by some significant issues with quality and security. The accessibility features are a positive aspect, but they do not outweigh the problems with the services provided.