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“Great service from Mathew in a beautiful , professional atmosphere. He was kind, friendly, and extremely knowledgeable. Additionally, he was very caring about our financial situation and offered wonderful financial advice and planning.”
“I have been working with Lesa for several years and she is a wonderful advisor so responsive and helpful in guiding me in my investment decisions. She is patient explaining to me my options in a manner I can understand and make informed decisions. She is caring and compassionate towards her clients and makes them feel like friends rather than a client relationship. I would highly recommend her to anyone seeking guidance in their financial matters.”
“I was referred to Charles Schwab by friends while traveling because they don’t charge foreign transaction fees, which is a big plus if you travel a lot like I do. The only downside is that since it’s a brokerage firm, most things are handled online.
I recently visited this Sacramento branch after having trouble depositing a check through the app. I was very impressed with the service I received. Ed at the front counter greeted me with a warm smile and was super friendly and helpful. The whole process was quick and easy. Highly recommend!”
“I went to an enlightening seminar (pre-covid) and the speaker had lots of knowledge to share. I listen to them on the radio also, and the podcasts are ripe with information. Some of the callers are at a quandary on what to do and others have so much money they need a guiding light.You can select the podcast interesting to you if you miss the program airing. I always try to listen live, but sometimes life happens and we are fortunate to have podcasts available.Thank you so much for being so available with your wisdom and availability.”
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“Pam is amazing! It was such a pleasure to work with her through a multi-month engagement. Pam helped my family with our estate planning, short and long term wealth management, and guidance on a tax strategy.
Her knowledge of a wide range of topics helped guide us through the myriad of questions we had. Our complexity of assets through international and local investments along with a desire to maximize short and long term gains was a breeze for Pam.
Pam also did a great job of finding referrals for us as we required additional assistance outside of her scope. She is thorough in all the work she helped with!”