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If you’re looking for a wealth management firm, do not work with Optimize. Most of their advisors are incompetent, unprofessional, and a complete liability to your goals. Save yourself the time and money, and stay away from them at all costs.
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Here are 8 tips for writing great reviews.
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Offering incentives for reviews or asking for them selectively can bias the TrustScore, which goes against our guidelines.
