The start of any new journey often comes with its challenges, and that’s inevitable. However, this firm does its best to ensure a smooth experience for its clients. The representatives who reach out after setup but before you're assigned an account manager are very friendly and accommodating. They genuinely want to help and work with your schedule, always being considerate and caring. First impressions matter a lot to me, and once I get a good feeling about a firm, I feel like I’m starting off on the right foot. Based on my experience so far, I believe this firm has great potential, and I’m hopeful that my assigned account manager will be just as thoughtful and supportive as the representatives I’ve spoken with. It’s clear that they truly care about their clients and their success.