While we’re honored by this award from J.D. Power, we’re most proud that it aligns with our commitment: putting clients first. We consistently strive to stay focused on our clients’ needs. That’s why we’re especially honored by this distinction.
The study measures overall investor satisfaction with full-service investment firms in seven factors:
- Products and services
- Value for fees
- Convenience (ability to manage wealth how and when I want)
- Problem resolution
- Digital channels