“After multiple calls to "customer service," in the cloud , I decided it was hopeless, and a complete waste of time and things were getting real complicated very rapidly.. I was leary of going into the office , fearing more of the same .. Then there was Julia , who was really on top of things and fixed everything very rapidly .. When we got there she was already familar with all the stuff I had messed up and we started from scratch and she already had printed out the correct forms.. She has a way of explaining all of Schwab jargon in plain English, and was very helpful in every way”
Investing
Investing
Investing
Investing
Investing
“After multiple calls to "customer service," in the cloud , I decided it was hopeless, and a complete waste of time and things were getting real complicated very rapidly.. I was leary of going into the office , fearing more of the same .. Then there was Julia , who was really on top of things and fixed everything very rapidly .. When we got there she was already familar with all the stuff I had messed up and we started from scratch and she already had printed out the correct forms.. She has a way of explaining all of Schwab jargon in plain English, and was very helpful in every way”