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“Been with Schwab since 1986. Easy to move money around with them; bill payer service is great, and although they only have one office in Albuquerque, it's centrally located and the folks there are always friendly and helpful. My account's always been online and self-directed, but if you have questions or need advice, it's always available at the office without an appointment. If you want to do investment banking, in addition to checking and savings, that's available, too.”
“Richard helped us purchase a home 10 years ago and another home recently. He assisted through the whole mortgage process and answered all of our question. He is the only person we will use! Very thorough, knowledgeable, and kind. Highly recommended!”
Financial Advising
Financial Advising
Financial Advising
“We enjoy working with Dave, and appreciate his thorough, thoughtful and personal approach to financial management. He asked us the right questions to meet our personal needs. Then Dave gave us an explanation of the advantages and disadvantages of various choices. It's a pleasure working with him and we appreciate his valuable advice.”