Investing near Dixon, CA

“Jody, in the front office is awesome! Not just working super hard, because my rollover from Mutual of America is simply the worst nightmare! Lacy Senate, Jody's boss, is so smart and knowledgeable about putting together a terrific portfolio. I love these two women!”

“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.”

“Every time I've been here I've had a wonderful experience! The greeter in the lobby always points you to where you need to go, and the tellers are always super fast and friendly. And unlike the former Wells Fargo Safeway locations- their ATMS always work! When I had some money for a retirement account from a past employer, they were great about handling the forms and talking me through the process because I was just a college student who knew nothing back then. My banker actually took the time to show me the WellsTrade layout, and told me she wanted me to leave there feeling like I had a good understanding of it. The time she spent with me was invaluable. They also were great about finding a credit card that was right for me so I could get started building my credit. I recommend this branch to all!”