20 July 2022
ROI Financial Reviews
3.0
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5 reviews
4.0
24 July 2024
Recommend
CEO approval
Business outlook
Pros
Great experience and fast learning, smaller firm so more 1 on 1 training. Hard working employees and flexible schedule over summer.
Cons
High expectations and Long hours. not necessarily a bad thing you’ll learn a lot just won’t have a lot of time outside the office between fall and spring
3.0
24 Sept 2025
Recommend
CEO approval
Business outlook
Pros
- A lot of learning since the firm covers different aspects of Finance. (Financial Planning, Investments, Tax) - Smaller firm that allows more flexibility and more learning opportunities - Good team of analysts and client service people that are generally hard working, nice, and helpful.
Cons
- Very high turnover, mostly due to the company's CEO - Understaffed at times (due to high turnover) - Not many long lasting analysts or client service employees and therefore there are always new people that need training each year. Which ironically, isn't the best ROI.
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