Financial Advising in West Hartford, CT

“I have nothing but wonderful things to say about Dylan Cowen. When I was diagnosed with a serious illness early this year, he quickly found me a new health insurance plan that covered my expenses, thereby saving me thousands of dollars. A big thank you to Dylan- he's the BEST!”

“I didn't realize until today that I had been taking the customer service in this branch for granted. I had to visit the Farmington branch (since it was nearer) twice and my experience there was horrible. After being disappointed there, I called this branch and they said they can assist me at a short notice without any appointment. The staff here is awesome and the bankers are knowledgeable. Their willingness to help reflects from their behavior. I'm sure I will always visit this branch even though it's farther for me from other branches.”

“Initially, I had opened up my Schwab investor checking account because I was traveling outside of the states. The trips and withdrawals from ATMs were seamless and the fees were refunded to me. Even the $5 fee from JFK's international airport terminal where I made a withdrawal in euros as I was concerned that the card may not work in Europe. It did work, I withdrew cash in France and in the Azores, the fees were refunded. Having had a positive experience I opened a brokerage account with them and purchased some no fee EFTs from their select list, and later their mutual funds. I then started researching and educating myself and downloaded their Streetsmart Edge application on my computer and their app for my phone. They have webcasts twice a week on the current market conditions, as well as classes on their trading tools, Recognia. Which has really opened my eyes to learn some technical analysis. I've only purchased 10 shares of one stock thus far, but that's going well. The $8.95 trading fee is high, as you could download other apps to do free trades. Having received phone calls from Schawb to talk about my experience and offering assistance, has been quite helpful. I have yet to sit down with anyone but I hope to in the future. I've visited the office in East Hartford, my only complaint is that I have to pay a quarter for parking. lol ;) The lady at the front desk was smiling, social, happy, used my name, and marked my deposit as a roll over from an old IRA to a new Schwab account. Which I moved from a large mutual fund company that I had been with since the 1990s. They seem to be seamless, embrace technology, provide fantastic customer service, and do their best to educate the customer. I've recently applied for and was approved for their Amex Investor Card and I look forward to the same positive experience I have had with their other products and with the company. I'm sold on Schwab.”