Charles Schwab provides good tools and reports, and everything can be done online. The local Davis branch is very helpful, knowledgeable, and responsive. Staff are available for phone or in-person appointments for periodic reviews and to handle account transfers. They offer candid conversations and tailor advice to both long and short-term financial needs. While the office itself is good, the building location is not very accessible, featuring a rickety old elevator, multiple flights of stairs, and limited parking.
