This place is perfect for those who need guidance on their finances. As a modern and efficient financial advisor, they provide effective services to meet the needs of their clients. The building is easily accessible with a wheelchair accessible entrance, parking lot, and restroom, making it a great option for those with mobility issues. The staff is friendly and welcoming, but the financial planning services seem to be tailored more for those with a higher income level. Clients with lower financial situations might struggle to get the level of service they need. Co-branding with Merrill Lynch Financial Advisor Trevor Ikwild adds credibility to their services. The office hours are standard business hours from Monday to Friday, making it convenient for those who work a 9-to-5 job. However, they are closed on weekends.