I have some advice for anyone seeking helpful answers, If you want legitimate help choose someone in a supervisory position. The "beginners", besides having little experience, aren't equipped to offer good advise or direction. I got a smart aleck and Learned the hard way.
January 2021
I needed to roll my 401K over into my IRA and the woman that helped me on the phone was professional and friendly and was able to tell me exactly what I needed to do to make it happen. I highly recommend Schwab.
December 2019
Not that good. I wanted to start my relationship with Schwab with a $50,000 investment. Your rep made it clear, he would not work with me unless I invested no less than $250,000. He referred me to a webpage which I found insulting. I will continue to work with UBS. No longer interested in Charles Schwab.
