I love this branch and find them very helpful from the moment you walk in the door. I am the trustee for an estate, as well as a client for my own investments. Highly recommend.
August 2023
Everyone here is very nice and helpful, which I appreciate since I don’t really know much about IRA’s.
January 2022
I recently opened an account with Schwab and needed to go to this branch to sort some things out. Jim, who worked with me, was attentive, polite and patient. Dawn, who was on the phone from Phoenix, was the same. It was a pleasure doing business with them.