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“We spoke with Soren from Advanced Wealth Advisors. He was absolutely wonderful! We had a difficult financial decision to make especially for people with limited knowledge in the area. Soren spoke in very easy terms to understand and was able to give us concrete advice! We are grateful.”
“I have had good experiences with Massie & Associates. Charles is experienced in a wide variety of business. He's owned and run small businesses, he's a CPA, he's a certified financial planner, he knows insurance, he understands what entrepreneurs go through, and all that combined gives him a unique perspective. I give them five stars!”
“At the Fort Myers branch, I had come in to finish my application and Barbara was so helpful. And I accidentally put in my wrong Social Security number which took a lot of extra work for them to do Katie and Barbara teamed up to get my account opened and I cannot thank them for their tireless efforts there, wonderful personalities and helpfulness and their customer service is beyond measure. I think both of them deserve a raise and if not, please make sure their Christmas bonus is the best one they ever had. Very grateful for them and for Charles Schwab for their diligent help to get me going Richard Lechler”
Financial Advising
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“Brian and his team are top-notch! My husband and I have learned and benefitted from Brian's financial advice for the past several years. We greatly appreciate his knowledge and steadiness throughout the ups and downs of the economy as well as prompt service and response to questions!”