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“First time member and was very pleased with my visit. I was helped immediately after checking in for my appointment. All my questions, comments, and concerns were answered accordingly. I was very pleased with the service and overall quality of the visit.”
“We parted ways with our financial advisor. Since he put our funds into Schwab, we had a learning curve figuring things out. Tom was far more helpful and attentive in 2 visits than our advisor was in months. We now have the confidence to trade on our own and know that Tom is there to help if needed. His wife and assistant, Ann, is great, too!”
Investing
Investing
Investing
Investing
“First time member and was very pleased with my visit. I was helped immediately after checking in for my appointment. All my questions, comments, and concerns were answered accordingly. I was very pleased with the service and overall quality of the visit.”