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December 2023
Max has been very helpful with information and suggestions for both my and my parents investment accounts. Very good Schwab location. Highly suggest them over small county banks.
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November 2023
Max has been very helpful for taking action, making suggestions, and giving information for both my parents and my own Schwab accounts. He and Kevin have gone beyond what expected.
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March 2023
Kevin is a professional but his strong suit is his regard for his customer's!