Pros
This is an objective review where biases will be put aside solely to express how this company operates. In terms of “pros” for the company the location is in a good area and the insurance company they work for is legitimate and offers great products.
Cons
In terms of “cons” of the company, however, this list truly is unfortunately much longer. When it comes to management, they are focused on pushing insurance. That is perfectly fine if that is the desired business model chosen, but most deceivingly posture as “advisors” or “fiduciaries” and peddle insurance to each and every client which obviously is not always in the clients best interests. Furthermore, the founder is barred from the securities industry. This is also echoed throughout the establishment as the only way you can stay at the company each year is if you validate your insurance contract with the partnering insurance company. There is malpractice throughout, most of it well documented, but never sees the light.
