September 2024
I’ve been with the Charles Schwab Windermere branch for about a year now and the team has consistently impressed me with their comprehensive financial services and customer-centric approach.
December 2023
The team here consistently provides expert guidance, even turning turbulent times, to help me achieve my financial goals…pair that with excellent customer service and I couldn’t be more satisfied. Highly recommend this branch!
May 2022
Great service. Marina was very helpful and had answers for all my questions and showed me where and how to follow up for additional questions on the trading platform.
