5.0
22 July 2025
Anonymous employee
Current employee
Rochester, NY
Recommend
CEO approval
Business outlook
Pros
Client Focused Community Outreach Transparency LAH, SIE, Series 7 & Series 66 Support/Guidance Invested in your Development
Cons
No cons, just understand that building a financial advising practice takes a lot a grit. Great firm to back you in doing this.