Excellent place to build a career! - Avis employé Director of Business Development Insight Wealth Strategies

As with any career, it all starts with the team - a great group of people and very well run. Work ethic, culture, and care for clients all starts at the top, and there's a reason the Managing Partner wins Planner of the Year every year for the broker-dealer. I've seen multiple members of the team go way beyond what someone would typically do in order to provide the best care for their clients. More importantly, the team has grown organically, with team members growing into greater responsibility. I've seen multiple people start off as regular administrative assistants who expanded that role into running their own client meetings and running a team responsible for all back office operations. The team is very well trained and really knows their stuff.