“We had some business to attend to with regard to an inherited IRA at Schwab. We went into the office at The Village in Corte Madera and were helped by Zach and Denise. We could not have asked for better service, knowledge, efficiency and good humor. These staff members are A++++++ and made what could have been a frustrating and challenging transaction simple and seamless! Thank you for a job well done!!!”
“Been using Doug von Qualen for years. No complaints, good, solid advice and no wild long shot recommendations. Wish the commissions were less but the advice makes up for them!”
“We had some business to attend to with regard to an inherited IRA at Schwab. We went into the office at The Village in Corte Madera and were helped by Zach and Denise. We could not have asked for better service, knowledge, efficiency and good humor. These staff members are A++++++ and made what could have been a frustrating and challenging transaction simple and seamless! Thank you for a job well done!!!”