September 2025
$0 dollar online transaction fee trading stocks (without broker assistance). How is that even possible??? Charles Schwab - the best financial company in town. I can't even begin to describe the amount of professionalism is reflected at this establishment. Wow, just wow.
November 2023
Needed a bunch of checks deposited into a new 401k and the team went out of their way to help me out. Great experience.
June 2023
Highly recommend!! I have an account that needed to be severely cleaned up, and Katherine was the most helpful! She helped me get organized, and she taught me basic need-to-know information for the account. Couldn’t have asked for a more professional and helpful meeting!
