Scott and his team are excellent at what they do. I moved all of my liquid and long term assets over to them from several years ago from another firm (Wells Fargo) that was not providing much value. Schwab and their investment strategies, products, and service are second to none.
August 2020
Janet and the office staff are always very helpful.
November 2017
Very helpful and extremely knowledgeable. We enjoy doing business with these people. Glad they are in Eldorado.
