August 2023
Great staff. Very helpful fixing account mixup when they bought td ameritrade. Always professional. Short lines. Spacious office.
February 2022
No ego, totally present, wildly competent staff who were beyond helpful. Just an awesome experience -thank you!
June 2018
did mortgage refinance thru Charles Schwab. They got us 0.25% lower rate than normal. Quicken actually does the refiance.. Quicken closed in 3 weeks at 4.0% fixed. We fired prior brokers who tried to hit us with additional $2k in fees at closing and had us at higher rate.
