-
May 2024 by Elise Calderon
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.
-
March 2024 by Jackie Penticoff
Mark has always treated me with the utmost respect and concern. I would definitely recommend all to direct their financial goals in Schwab’s direction. Super impressed with the investment opportunities and the whole financial planning team I met with via ZOOM at the beginning of this adventure. My financial planner is based in Phoenix! Thank you Jackie!!
-
January 2024 by Lana Hartgraves
I have never been treated so misogynistically, or condescending, as I was treated by Mark Girrard at this facility. I truly thought it was me, but looking at another review, It is not. Ladies, take your money elsewhere!
-
October 2023 by Jack Reston
If you enjoy being verbally, psychologically, and physically abused the little mark gerard is the guy for you. I highly recommend taking your financial business somewhere else. This is the MOST unprofessional person you will ever meet. I hope you never have to.
-
July 2023 by Carleton Trimble
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.
-
May 2023 by James
Mrs Osborne was very dismissive.with poor communication. Super Unprofessional.
-
January 2023 by Tom ingle
Can answer and take care of all of your financial needs
-
May 2021 by Marti McKinney
Very happy with the service they provide . Very professional