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November 2023
I've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists (Marjie in particular) have been invaluable; readily available, knowledgeable and probably saving me thousands of dollars in estate lawyer fees.
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May 2023
Help with Family Trust. Thanks to Jarumon Peiffer who assistanted in opening up an account for my Brother and myself to help take of our Mom.
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January 2021
I'm done with SCHWAB! This is the third time in as many months when their system completely shuts down. It is always during the busiest trading days. I tried to make 10 trades this morning and they are all rejected. You call SCHWAB and no one answers your call. My search for a new platform begins today. 30+ year customer
