October 2024
Blanca was extremely professional & helpful not to mention her great energy, I appreciate people like her thank you again for all your help.
August 2024
Mostly with Schwab's handling of Think or Swim.. Was perfectly working under TDA for years... now its so messed up I cant even get to download properly.. They should have left it alone
I am looking at Fidelity...sorry to say
January 2024
I had a problem (totally my fault) regarding stock I had attempted to transfer as Christmas gifts to our grandkids. To make a long story short, Susan at the Glen Allen branch was great working things out...and she even called me after hours. She's A+ in my book.
