Investing near Brookfield, CT
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2 locations found near Brookfield
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49 Federal Road, Brookfield CT 06804
“A Truly Exceptional Experience with Charles Schwab Four years ago, after my husband passed away, I went to a Charles Schwab office in Westchester County looking for help. Unfortunately, I didn’t feel that I received the guidance I needed. Thankfully, I later found Richard Sica at the Charles Schwab office in Brookfield, Connecticut. From the very beginning, Richard was completely different. He took the time to sit down with me, explain everything in a way I could understand, and patiently walk me through my portfolio. At the time, I knew very little about investing or financial matters, and Richard taught me so much. What I appreciated most was that he never made me feel uncomfortable for asking questions. He was always willing to take his time, explain things again when necessary, and follow up with me through meetings to make sure I understood what was happening with my portfolio. I also want to recognize Ian, Richard’s assistant, whom I have known for about two years. Ian has always been extremely helpful, diligent, and attentive. Richard, Ian, and the entire staff have made a tremendous difference in my experience with Charles Schwab. I am very grateful for the time, patience, and personal attention they have given me, especially during a difficult period in my life. I highly recommend Richard Sica, Ian, and the wonderful staff at the Brookfield Charles Schwab office. They truly care about their clients and go above and beyond to make sure you feel informed and supported.”
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261 South Main Street Suite Suite 337, Newtown CT 06470
