5.02 Apr 2014Learned a lot from hereJunior executiveCurrent employee, more than 1 yearPleasant Hill, CARecommendCEO approvalBusiness outlookProsEfficient strategies and well execution of plans. I like the facilities and friendly atmosphere they have provided to the staff.ConsRequire a lot more staff and finance Experts to handle the clientsShow more
4.026 Mar 2014One of the great firms to work withJunior executiveCurrent employee, less than 1 yearRaymore, MORecommendCEO approvalBusiness outlookProsHelpful teams providing guidance for every new task Constant learning experience Working conditions are very charging that lets you work with complete dedication and discover new skills within you.ConsI have not experience anything unpleasant.Show more
5.020 Mar 2014Great Online Consulting ServicesExecutiveFormer employee, more than 1 yearSan Francisco, CARecommendCEO approvalBusiness outlookProsGreat Customer Support, Direct Connection with Financial professional, efficient and time saving process both for clients and the advisers.ConsI have not found anything negative.Show more