Deana Kelleher

4.00/5.00 Published 10 months ago

"Reliable service with room to grow"

Had a good experience overall. The team is responsive and always willing to help out with questions. Process was smooth and transparent most of the time. Would have loved a bit more attention to detail in some communications, but still felt well taken care of. Would recommend to friends looking for trustworthy financial guidance.

4.00/5.00 Published 3 weeks ago

"Reliable but still evolving"

The platform is stable and functional, though it feels like some features are still being improved over time.