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“Very trustworthy guy that looks out for his clients best interests. Mark always directs me to invest in what’s best for my families future without concern for how it benefits him. Also his Administrative Assistant Sarah is awesome she is like my staples easy button. They are a full service broker and they make things simple for me and do all the work which is what I like.”
“Having been content with my 457 Plan Management at Mass Mutual, I was disappointed with the forced transfer of my Wayne County Plan to Prudential. They were so difficult to work with, and I was so dissatisfied with their Reps, that I insisted on making a change. I was told by someone in authority at Wayne County that I could opt out of the 457 Plan, and transfer my assets to an IRA. I chose Charles Schwab - Great Choice! Although Prudential cheated me as I left by selling my positions w/o my permission, Schwab has proved to provide the perfect choice for me, given my Investment strategies, and level of knowledge. Now, I use nothing but ETF's. In 2022, I broke even, when the S&P was down almost 20%, and the SH inverse S&P ETF was my biggest profit-maker! As I approach my 75th Birthday, I've achieved a 13X, that is, multiplied my NAV by 13 times, from its low in March of2009! Never could have done that with either of the prior 2 firms. Thank you, Mr. Schwab!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Precious is such a go getter and an advocate for her customers! She is literally the best in her field. She is diligent, passionate, precise and gets the job done. Precious is also very knowledgeable of her practice and she makes sure you understand the processes as well. She is a 100/10”