Wealth management services with branch locations for personalized assistance.

Competitive pricing with $0 commissions on certain trades.

A comprehensive suite of financial services beyond just brokerage, including retirement planning and advisory services.

Limited customer service availability, with no support on weekends.

Underdeveloped trading software and online tools, lacking essential features for self-directed trading.

Some clients report issues with account management and communication, leading to frustration in accessing funds or resolving problems.