Offers personalized investment counseling tailored to individual and business needs.

Provides a range of financial services including retirement planning, loans, and investment options.

Local presence in Rhode Island with multiple branches, allowing for community engagement and support.

Mixed customer reviews indicate inconsistent service quality and experiences across different locations.

High fees associated with certain loan products, which may not be suitable for all borrowers.

Employee feedback highlights a challenging work environment, particularly in call centers, with issues related to management and work-life balance.