4.0
Oct 23, 2025
Former employee
Portsmouth, NH
Recommend
CEO approval
Business Outlook
Pros
Largest US Independent Advisor co helps and steady work.
Cons
New employee experience needs strengthening and ongoing employee support too.
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Users say... "Good benefits and Fair PTO" "Great People to work with and for" "The culture is great though at times chaotic" "Good growth potential and work/life balance" "Growth opportunities for 'some'"
Users say... "Low pay and failure to reward performance" "Poor management team that micro manages to much." "Senior leadership more interested in self glorification." "No training whatsoever." "Some managers have no experience"