Charles Schwab provides a quick, friendly, and insightful experience. The staff is helpful, attentive, and polite, taking time to explain the platform and assist with accounts like rollovers and Roth IRAs. This gives clients the confidence to invest for the long term and trade on their own. Overall, it is a very pleasant and outstanding experience at the investment firm.
Tom has taken great care of my grandparents and their accounts. He is always helpful, educates them on investments they consider, and ensures their assets and wealth are protected. They go above and beyond and I am grateful.
July 2024
Had to drop off a check for a rollover IRA. Everyone was professional and friendly. The experience went well.
March 2024
Quick, friendly and insightful … a very pleasant experience depositing a roll over check from fidelity into my Schwab account
