I made an appointment to come in and the confirmations of that appointment were vague about who I…read morewas meeting with although I already had an advisor there. As I show up they tell me that I have an appointment with the very nice person who schedules appointments. He sat down with me and tried to appear like he could do it. We didn't do anything and when we stood up to leave, I shook his hand and it was very sweaty. I felt bad for both of us. It was obvious he wasn't supposed to even be in an investment appointment.

My experience was much more positive than I had anticipated. They were professional, interested in…read moremy needs, very personable, helpful and friendly.