Arth T.

The financial advisor I was assigned to seemed more interested in selling me products than in understanding my needs and goals. The recommendations they provided were generic and didn't seem tailored to my specific situation. I also felt like I was being bombarded with misinformation. For example, they told me that I needed to invest in a particular mutual fund, but when I did my own research, I found out that the fund had a high expense ratio and a poor track record. I felt like I was being taken advantage of, and I ended up withdrawing my money from Atlantix Partners.