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9AM - 4PM
1139 Fehl Ln, Cincinnati
Financial Advising
“I'm thrilled CRA is my financial planner and they continue to help me navigate my financial journey. They are a down-to-earth, patient and knowledgable team. They strived to understand and optimize my finances which ensured peace of mind.”
“Update 1 Month Later:
I had tried calling but also sent a "Contact Me" request through their website. Per the response below from Charles Schwab, the central number did reach out to me but I never heard back from the web request. In the conversation from the central number we aligned that I indeed needed local help. The person suggested that it may be best to stop by the office which I did next time I was in the area. At the office the gentleman working at the front was apologetic and got me in touch with someone to help me that afternoon, I was also provided the persons business card so i had his direct line. Great meeting and they are already helping me within a day. I'm confident they will help moving forward now that I have a contact. I wanted to increase from 1 star to 4 stars as the office visit and engagement was so quick. I would go higher but they still have an issue with initial contact via phone or website request. It should be easier to get a hold of someone but in the short term - go to the office in person to get help.
Original feedback
I am getting the same results of nobody answering the phone at this branch. I had talked to the general customer service number, who were fabulous, and they suggested I work with the local branch on an issue I am experiencing. I have tried several times over the past couple hours and can't get an answer on the "New Customer Consultation" option for this branch. At least have someone answer and take call back information.”
“yesterday I received great help, thank you very much to such a wonderful person, unfortunately I don’t remember the name to thank exactly, a wonderful lady helped me solve my problem and even gave my son a toy, I’m really very grateful!”
8:30AM - 5PM
3805 Edwards Rd Suite 110, Cincinnati
Financial Advising
“I went to this office today to have Fidelity link my bank account to my brokerage account. Emily assisted me and completed the process seamlessly. She was courteous and knowledgeable.”
Financial Advising
Financial Advising
Financial Advising
“I’m a very satisfied client of Beyond Credit Repair. Their services were very outstanding and the result of my credit scores shows there ability to get you to a better place. “ Professionalism at its best””