June 2020 by Lingao7
We have been thinking of consolidating several asset accounts into one place. On Monday, we were just passing by and walked into Charls Schwab Dublin office without appointment late in afternoon.The consultant, Clay Muhlenkamp, met with us and listened to our needs. He did a great job, explaining Charls Schwarb services in details and provided a specific plan for us. I think Clay is very professional and customer oriented. When we left, it was well over 5:30pm and the office was supposed to close at 5:00pm.Thanks for the great advice and we are considering Charls Schwab for our finincial needs in the near future.
