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“Honest, wise, thorough, patient, secure and understanding are the best words I can use to describe the trusted advisors at Old Peak Finance. I do not feel like they treat clients like another "house" or "consumer" account and are pressured to upsell like big box advisor companies. Meeting with them is comfortable and relaxed.”
8:00 AM - 5:00 PM
1380 Environ Way, Chapel Hill
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Superb in all aspects. For starters you’ve got the Schwab platform, a platform that’s the best out there. Way beyond just trading, you can do performance analysis, analyze your holdings, and so much more.But it’s the people that really make the difference. After 5 years at this Schwab branch they have always — I mean always — been terrific. That doesn’t just mean being professionally polite but also highly knowledgeable and quick to respond.For example, I recently had several questions on a problematic investment situation (dealing with exchange funds) that didn’t even involve Schwab. My Schwab Financial Consultant (Chris Elmore) could have easily — and legitimately— brushed off my questions as a waste of his time. But he didn’t. He quickly got back to me with exact answers to my questions. Those answers have made a material difference to the situation I was facing.I felt compelled to write this after seeing some reviews on this Schwab branch that weren’t 5 stars.”