Pros
- A lot of learning since the firm covers different aspects of Finance.
(Financial Planning, Investments, Tax)
- Smaller firm that allows more flexibility and more learning opportunities
- Good team of analysts and client service people that are generally hard working, nice, and helpful.
Cons
- Very high turnover, mostly due to the company's CEO
- Understaffed at times (due to high turnover)
- Not many long lasting analysts or client service employees and therefore there are always new people that need training each year. Which ironically, isn't the best ROI.