Charles Schwab
Banks,
Investing,
Financial AdvisingHours:
801 N Perryville Rd #4, Rockford IL 61107 Hours
About Charles Schwab
Charles Schwab, represented by Mark and his team, is highly recommended for financial planning. They are known for their exceptional customer service, friendliness, and knowledge. Investment opportunities are commended, and the financial planning team, including a planner based in Phoenix, is praised for their concern and respect towards clients. They are a suitable choice for investors at any stage, offering a refreshing alternative to typical advisory services with lower fees.
Most Recent Reviews
May 2024
Mark has always been extremely friendly, knowledgeable, and helpful when I've needed help with my finances. His customer service is top notch and his employees have always been welcoming and knowledgeable too. Highly recommend Mark and his team.
July 2023
Mark and his team do a awesome job. Would recommend to any local Rockford area investors either someone just starting out, a recent retiree or someone looking escape from the typical advisory service and the fees they charge.
January 2023
Can answer and take care of all of your financial needs
More Comments(10)
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