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9:00 AM - 6:00 PM
7075 Redwood Blvd STE I, Novato
Financial Advising
“Personnel are great...it's just that HORRIBLE "music" that we are forced to endure while waiting on the phone. It is an insult to customers...perhaps a variety of light classical music, or, even better, total silence! We can manage the wait time by humming our own tune, if needed.”
“Trying to open a Schwab account for global travel has been almost 3 weeks of confusion. Endless calls to Customer Service filled with friendly people but conflicting advice and long delays in results. This local office has been most helpful. Special shoutout to Kaylen for walking us through the final questions.”
“We had some business to attend to with regard to an inherited IRA at Schwab. We went into the office at The Village in Corte Madera and were helped by Zach and Denise. We could not have asked for better service, knowledge, efficiency and good humor. These staff members are A++++++ and made what could have been a frustrating and challenging transaction simple and seamless! Thank you for a job well done!!!”
Financial Advising
Financial Advising
Financial Advising
“We have been working with Tony for many years. He has helped us with our tax preperation, investments and retirement. Over the years we have come to trust him more and more as we have seen how his advice has played out. He always gets back to us to answer our questions and he has really helped us get a good perspective on life and what is important, which is normally beyond the scope of most financial consultants. It's always a pleasure to see him. Thank you Tony!”