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“Greg Kopp at the Ormond Beach office is great to work with. Has been our financial consultant for over 15 years, always responsive with sound suggestions. Even during the temporary closure of their office, Greg is easy to reach by email or phone. Highly recommend both Greg and Schwab’s brokerage and bank.”
8:30 AM - 5:00 PM
285 Clyde Morris Blvd Ste 100, Ormond Beach
Financial Advising
Financial Advising
Financial Advising
“The process for retirement can be very challenging to say the least. It can be stressful, leaving questions for oneself that simply require expertise in the all aspects of financial planning that we simply did not have. After searching for quite some time, we found Fraser's contact information, and after reading his reviews, scheduled a meeting. We brought Fraser a list of questions, and he had a list for us. We walked away feeling that Fraser was completely invested with us and knew he was the right fit for our path. I would highly recommend Fraser for your financial needs and planning.”