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8AM - 4PM
503 4th St Ste A, Davis
Investing
8:30AM - 5PM
508 2nd St #110, Davis
Investing
“I have been investing with Charles Schwab since 2018, and the main reason I continue to invest with them is because of the Davis branch. Every time I've had a question about anything from new products to the state of the economy, I've been able to have a candid conversation with Paul or Matt at the Davis branch. They are available for phone or in-person appointments, and tailor their advice/recommendations to my long and short-term financial needs. Location is not very accessible, there is a rickety old elevator in the front of the building (just the general building, not this office), but otherwise multiple flights of stairs and limited parking options. They do have phone appointments available.”
“Excellent and professional staff. My parents have several annuities that they handle for them. As my parents Power of Attorney, I have been very impressed with there access and hands on approach.”
Investing
Investing
“Jen is a delight to work with. She is invested in her clients and this personal touch shows in her attitude always. You won’t go wrong with her. My portfolio has continued to grow even though I often “throw a curve” into our plans. But she understands that life happens and we continue to move forward. I appreciate her complete and personal understanding always. Thank you Jen!”