5.010 Aug 2024Best small firm but won’t give you leadsFinancial advisorCurrent employeeMilton, MARecommendCEO approvalBusiness outlookProsEnjoyed the support from the MP. Responsive team. Will fly you into the office from the West Coast and deeply cares about your personal success. Coaching has been a great add on. All in all great experience so farConsWon’t give you leads as my title stated.Show more
5.08 Aug 2024Growing CompanyAnonymous employeeCurrent employee, more than 3 yearsMilton, MARecommendCEO approvalBusiness outlookProsGreat Company to work for. Growth oriented company. Focused on the development of its Team members.ConsThe coffee is not the best.Show more
5.04 May 2023Too bad I had to moveFinancial advisorFormer employeeHingham, MARecommendCEO approvalBusiness outlookProsHigh touch coaching and mentoring Access to a lot of different perspectives for planning A lot of resources to help new advisors learn the ropeConsExtremely competitive Not a lot of work-life balance I felt left out when I worked from home. Team spirit does not translate virtually.Show more