Financial Advising in Plano, TX
5 locations found near Plano
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Financial Advising
Financial Advising
“i walk into this branch at least twice a month. the experience is always a pleasure. it is never dry and transactional. while i don't always enjoy pulling money from my accounts, i do enjoy every interaction inside this branch!”
Financial Advising
“I've had an account with this office since 2001 & greater Schwab since 1989. I did establish accounts at Fidelity at one point too. I have enjoyed terrific, competent and friendly service at this office from EVERYONE. The people at the front can handle surprisingly complex issues and my account representative, Andy Bennett is available for personal service. For unusual issues they or I can access a national issue expert by phone.”
Financial Advising
“Their customer service (via the phone) is HORRIBLE. 4 hours on the phone and nothing got accomplished. Two reps could verify identity no problem. The other two couldn’t. Waste of time .Came to this branch and the employees were great, courteous and got me exactly what I needed in minutes. I was shocked how different the two experiences were. I feel a little bad about closing the account but over the years their phone CS has always been terrible. Got in and out of this branch with everything I needed in minutes.”
Financial Advising
“I would recommend woody and his team time after time! I'm half way through the program and I'm almost 100 points higher! The communcation from the team is the best! They are so responsive and helpful with anything I bring to them!!! Thank you woody and team for all your hard work!!”