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October 2021
In the process of interviewing various Financial advisors. I Called this office 3 times to request an appointment to sit down and discuss my needs. Nobody ever answered the call nor returned my calls. It's mind boggling, considering I have a decent amount of money looking to invest. I'm definitely going elsewhere.
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May 2020
The experience on the phone is excellent, if you want to support your account don't bother with going to the office.
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February 2020
In early 2019 I rolled over my retirement account to a Schwab's IRA from my previous employer. My Financial Advisor is Hank Yu
