Established firm with a significant amount of assets under management, indicating experience and stability.

No reported disciplinary alerts, suggesting a clean regulatory history.

Offers a range of financial planning services, which can cater to diverse client needs.

Criticism regarding the provision of cookie-cutter advice, lacking personalized financial planning.

High advisor-to-client ratio, which may limit individual attention and service quality.

Concerns about potential conflicts of interest due to dual registration as a broker-dealer, which could affect the objectivity of advice.