I think this will be a marketing / biz dev tool going forward by leading withe the 401k and then going to personal financial planning versus the opposite. I will likely use this.
- William H.
Way to solve an troublesome and time consuming problem.
- Paul H.
Introduced a very promising and much needed service.
- Barbara B.
Users Comments:
I think this will be a marketing / biz dev tool going forward by leading withe the 401k and then going to personal financial planning versus the opposite. I will likely use this.
- William H.
Way to solve an troublesome and time consuming problem.
- Paul H.
Introduced a very promising and much needed service.
- Barbara B.