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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!
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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.
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May 2021
Wonderful service. Stephen is very professional and helpful. Switching to Charles Schwab was the best decision I have made. Very smart and walked me step by step through the investing process until I felt comfortable. Highly recommend.
