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“it was very pleasing that when i found out that az didnt accept more than 500 on a check and had to split the checks up i thought this is a great idea to refund thanks hope this helped>”
8:00 AM - 5:00 PM
7930 W Kenton Cir #260, Huntersville
Financial Advising
“I had the Great fortune to meet with Financial Consultant Mr. Rex Casey to discuss opening several accounts with Charles Schwab. Mr. Casey was very knowable of the products and services that were available and made me feel at ease making the selection for my personal banking & financial needs.
Outstanding Job Mr. Casey!!!
Thanks,
Darryl L Crenshaw”
“I read these reviews and felt compelled to post my experience since my experience was so positive. I dropped into the branch, without an appointment, and Scott made time for me to give me advice on setting a Schwab IRA to use for transferring my 401k. He could not have been nicer, patient and helpful in providing the information needed for transferring funds and setting up the IRA properly. I planned to do my own investing and have not been pushed to anything different since the transfer was made a couple of years ago. I'm sorry to read that others may have not had the experience they had hoped for, but I can tell you that it certainly is not the experience for all customers since mine was very positive.”
Financial Advising
Financial Advising
Financial Advising
“Jay and the team have been our personal and business tax advisors since 2001 and we couldn't be more satisfied with the friendly, professional services they provide at Lesemann CPA's. Keep up the great work!”