Shout out to our financial consultant , Rick Fine at the Bentonville, AR office. Rick is so easy to talk to. Feels like someone we’ve known forever. We are very happy with how he oversees the account and keeps us informed. We have full confidence in him.
September 2023
Patrick Vaught helped my mother today. He was extremely knowledgeable and helpful. Charles Schwab has a true asset in Patrick. Give that man a raise.
December 2022
Everyone has been very helpful and efficient, answering all my questions. This is a great company
