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8:30AM - 5PM
49 Federal Rd, Brookfield
Investing
Investing
“I was looking for a physical location as opposed to online where I could start a few accounts and came across Schwab. I sent a generic inquiry and within minutes Nick called me. I explained what I was trying to do and made an appt. Since that initial meeting I have opened a college fund for my daughter and rolled over 2 IRA’s. Nick has been an amazing consultant helping every step of the way. Great advice, great communication, responds in a timely matter and he knows his stuff. And if he doesn’t know he does the research to get you the correct answer. Big time investor or just getting your feet wet Nick will do his best for you and give you great service, advice and his expertise.”