4.0
Aug 5, 2018
Anonymous employee
Current employee, less than 1 year
Recommend
CEO approval
Business Outlook
Pros
Great salary, benefits, and overall company culture. Very flexible with time off and work schedule. Takes care of its employees and from the top down is very transparent. Truly cares about serving its customers with great and truthful financial advice and services.
Cons
Upper management can sometimes struggle with direction of company and identity of company, two mergers in the last two years. Expansion of services in financial advice causes conflict with product direction.