Financial Advising in Washington, DC

4 locations found near Washington

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  1. 1316 Q Street Northwest, Washington DC 20009

    4.9 Superb 56 reviews

    “Kath and Sam are great! My situation is complicated, but Kath has always been really knowledgeable and available and she has a great new addition to the team. Thanks again!”

  2. 1900 K Street Northwest Ste 110, Washington DC 20006

    3.2 Average 13 reviews

    “I'm feel really fortunate that I had Rafi helping me a couple of days ago for a really stressful international visa document I needed on a tight timeline. I'd already been to other branch offices and they were basically useless. Rafi was incredibly competent, nice, and understanding of my situation. He somehow managed to get the exact letter I needed with all required details within a matter of a few hours. So very much appreciated!”

  3. 1845 K St NW, Washington DC 20006

    2.6 Average 11 reviews

    “This review isn't specifically about this branch (although someone at this branch helped me set up my account, and he was awesome), as it is about Schwab's amazing customer service. Yesterday, I called the cust serv 800 no. with a question about the difference between two ticker symbols of this one international stock. Although the rep I first spoke with wasn't able to help me, she quickly transferred me to a broker who could, and I didn't sit on hold for even three minutes. The broker solved my problem in a snap, and I'm a happy shareholder today. I'm a massive advocate of youngsters investing, so if you're looking to start, even if you have very little money, look no further than Charles Schwab (unless you're really broke, then look to Sharebuilder. I had a good experience with them, but had to switch to Schwab because of my job). Excellent customer service, decently priced trades, and a pretty easy-to-navigate website. Highest regards!”

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  5. 1300 I Street Northwest Suite 300W, Washington DC 20005

    1 Poor 7 reviews

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