I recently came across a wealth management group o...
I recently came across a wealth management group on Citysquares.com and decided to give it a try. Overall, my experience with this company was average. They seemed to have a good range of services, providing assistance in financial planning, investment portfolios, and retirement planning.
The website was user-friendly and provided some useful information about their services. However, I noticed that it lacked detailed explanations about their investment strategies and the team members' qualifications and experience. This made it harder for me to trust their expertise.
I reached out to them for further information, and although they responded in a timely manner, I felt the level of personalization in their approach was lacking. The interaction felt more transactional and less focused on building a relationship or understanding my specific needs.
In summary, Flynn Wealth Management Group offers a decent range of services but could improve their website's transparency and provide a more personalized customer experience.