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December 2023 by Prahalad Singhal
Richard Sica is exceptional! I wish I had met him earlier. He consistently makes time for you and has been incredibly helpful in assisting me with setting up my account and discussing investment options. The office staff provided a wonderful reception, and I am genuinely appreciative of their warm hospitality and thoughtful gestures. I highly recommend their office for all your financial needs. I truly value Richard's personalized service, a rarity in today's world, and I'm deeply grateful for it.
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December 2023 by goamr
Richard Sica dedicated his time to assist me in setting up my account and patiently guided me through every section of the website. He promptly responds to all my calls, and I highly recommend his services.
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October 2023 by Victoria Coffey
Richard Sica is the best! So helpful with information about setting up an account and investment opportunities. The office staff was awesome too and love the warm reception and snacks. Highly recommend their office for all your financial needs.
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October 2023 by G I Mott
Excellent communication and knowledgeable in all aspects of his trade! We highly recommend Richard Sica.
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September 2023 by Kevin Robinson
I came from TDAmeritrade to Schwab once they transitioned. At first I had problems with my computer and getting it to hook into the new system, but with Richard Sica and his team all is well and working. Great job; Thanks Richard!
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August 2023 by Terri Coleman
I needed to deposit an IRA Rollover check, but the mobile app wouldn't accept it. I called to find out what to do and was told there was an office on Federal Rd, 3 miles from me!Rich and his team are so kind, knowledgeable and helpful. I have been back, in person many times now. I have moved my business investments there and have learned so much in the process!I highly recommend!
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June 2023 by Susan Snow
I give Richard Sica five stars for assessing our financial portfolio and helping us meet our future needs. Richard significantly reduced our risk and exposure to the market and at the same time reduced our brokerage cost.
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April 2023 by Ron Monticone
Michelle Kwak did a great job walking me through wiring funds, as well as transferring older 401ks over to Schwab. She is quite responsive to client requests, and diligent with follow ups as well.
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April 2023 by Elizabeth Bradshaw
My husband and I are relocating down south and needed to switch from local banking to a solid financial institution. Charles Schwab offers both investment and personal banking hands down the BEST decision I ever made. Mr. Sica took very good care of my husband without even knowing I soon would transfer my funds as well. Rich was responsive to our e-mails at all times, and was kind and patient with the process of getting our affairs in order before leaving this state!Again thank you Mr. Sica for your professional courtesy.
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March 2023 by marty steelone
FRIEDLY STAFF MR .SICA WAS EXTREMLY HELPFUL.
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March 2023 by Joan Goodman
Rich Sica is an outstanding financial advisor. He uses his extensive experience in the financial markets to tailor a practical approach to investing. He is very highly skilled, intelligent, diligent, responsive, and an absolute pleasure to work with. I worked with Rich at another institution and am thrilled to now be his client at Schwab. The website is user-friendly and easy to navigate, and Schwab's customer service is spectacular; you speak to smart and friendly humans, not robots! I only have the highest regard and recommendation for Rich Sica. Rich Sica and Schwab are a winning combination!
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June 2022 by Damian Eads
The client service from Richard Sica is a level above. Friendly, efficient, and precise, I felt at ease that all the details would be right. I should also mention that Richard is also LGBT-friendly!My trust was finally created while I was travelling and away from my home in California for several weeks. We arrived an hour before closing and Richard helped me retitle my brokerage and bank account in the name of my trust. At times, over the next day or two, additional information was needed, and Richard was quick to get in touch throughout the process.Richard stayed 15 minutes after closing to ensure all the forms were correct and coordinated with the back-office folks. This level of service makes me consider expanding my relationship with Schwab.