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March 2023 by Eli Morejon
These guys are awesome. Went in and they helped me out immediately after I had some questions about my retirement. They called retirement services with me at the branch and were very helpful. Daniel and a young lady at the front desk were very helpful. Thank you!
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December 2021 by Mark Connolly
If I could give less than 1 star I would. I’m Address Fluid. I have an address that is 100% compliant with the patriot act. They were not able to open an account for me. They were very short and let me sit for half an hour…. Rather than proactively tell me they couldn’t help me. I waited and waited and waited and finally asked what was going on and they said they were not able to open an account for me. Take your money elsewhere
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February 2021 by T Z.
Stay away from investing with them as they are unable to maintain a functioning web-presence. Time is money in the stock market, but they did not get the memo!
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November 2019 by Nicholas D'Uva
If you need a broker their the ones to pick
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December 2018 by Steve C.
Love this office. They really service my needs well. My broker is Jimmy Kastrinos. If you're looking for a new "full service" broker to help you navigate your financial matters, Jimmy is the guy. Low Pressure as in NO pressure.
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July 2016 by Sea S.
Schwab has the best foreign exchange rates I could find for sending money to my French bank account, and the cost to wire it was $25. They moved my cash fast at Schwab, so I was able to get in on short-lived opportunities in the market. They will do US Treasury TIPS for you; many brokerages can't. I like that I can use my account to get cash overseas with their debit card (no foreign exchange or ATM fees--they reimburse all ATM fees with no limit) and also can write checks on it and buy securities with it; I don't have to transfer money to do this. Their interest rate on checking and savings accounts is the only flaw--it's normal, not one of the best.
