1.0
Dec 6, 2016
Recommend
CEO approval
Business Outlook
Pros
Back office employees are very nice.
Cons
Opening an account is a nightmare. Internal website "Smartworks" should be called "Dumbworks". They gave a big song and dance about how "we are a family", so not true. Twice as much paperwork to get something done than any other (2) firm I've worked for in the last 30 years. Really a lousy firm. President pretends to be so caring and then she disappears on you.