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“Hello fellow investors, I'm not a big dollar investor , but I am passionate about my trades. I want to comment on some of these negative posts about my branch. The people at the front desk are more knowledgeable than most of the people that are leaving negative posts. I am a positive person and I will Not break a person down,that being said, I have conducted many experiments with a plethora of companies and I am most impressed with the people, at the front desk of Charles Schwab, Seal Beach, California. Thank you for Great service and guidance!”
“My wife and I met with Tom Castillo this week regarding our investments. We found Tom through Dave Ramsey's Endorsed Local Provider. Tom truly has a heart of a teacher. Tom got to know us, listened to our plan, clearly explained our investment options, and discussed our future goals. We envision a long-term financial relationship with Tom Castillo and his wealth management team so one day my wife and I can live and give like no other. Thanks Tom!”
10:00 AM - 12:00 PM
3020 Old Ranch Pkwy Suite 190, Seal Beach
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Called with a tax issue from another preparer and Stan was more than generous with his time and patience. Very knowledgeable and gave clear advice. I look forward to signing on as a client and getting things squared away.”