Investing in Arcadia, CA

3 locations found near Arcadia

“This particular facility of Charles Schwab in Arcadia, has the most amazing people that work there. I attended a beginning, think or swim Tutorial today with a gentleman name Alex as the instructor. This entire tutorial is free, by the way, you just have to call and set an appointment for it, when they are available. While I was there, it was mentioned that we can set a 45 minute personal one-on-one meeting with one of the instructors. whether it is that we meet together, or if it's a virtual or phone call is yet to be determined. But nonetheless, it is a 1 on 1 where you can ask any question that you want, and or they will guide you through the entire process from the very first trade that you do. I personally am doing swing option trading. It is very technical. There's a lot to it. I'm trying to just get the basics. And so far, I have never met amost unique group of people who only want you to succeed. No money involved other than the money you have invested in Charles Schwab. They wanna see you succeed? It's amazing. I cannot speak highly enough about this institution. I look forward to my next consultation meeting to help me a little bit more and I will soon be off and running. Thank you with all my heart Charles Schwab and all of the employees at the Arcadia branch. I appreciate the respect and kindness that you have shown me. Ask the universe the right things and now lets make some money!!! James 1 5-8 = Wisdom”

3.7 Good35 Reviews

“'Relationship Banker' Chantel Garcia put the relationship into banking with her and Wells Fargo. She is very professional yet personable. She is out going and knowledgeable. And knowledgeable is an understatement. She treats all accounts as if it was family she was interacting with. She is smart enough to know that if you're not happy with how your money is being handled that you will take your business somewhere else. And Chantel doesn't use over the top lingo where one can get confused or lost in the conversations.”

3.1 Average7 Reviews

“Update - because nothing is easy, it has taken over 90 days to get a part of this matter resolved. Kudos to Regional Manager Walter Wodtke who went above and beyond to handle my affairs. So far, so good. (I'm still taking my business elsewhere; however, at least I am confident that I can still receive first class care as long as Walt is around.)”

2.1 Poor9 Reviews

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