Everyone here is very nice and helpful, which I appreciate since I don’t really know much about IRA’s.
August 2022
Do not use this company. Nothing but frustration and incompetence. No one knows anything and they transfer you to different desks who will transfer you back to the original desk after a 30 minute wait on the phone. Totally useless company. Waste of time. Use someone else. RAM
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.