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“My experience this morning at Charles Schwab's office at Tyrone mall. Was exceptional client relationship specialist Jeff Peterson was able to help me open a new account. Fund, another account very proficiently. I would Highly recommend this office.”
“I worked in a restaurant and they wanted catering for a business promo... they ordered and I delivered it...I was a bit confused being 2 buildings had same address but they guided me to the right location. Perfect...I had a lot of food met me outside with a cart... saved the day.. I couldn't imaging trying to navigate myself inside with loaded food. ... with me... and they loved everything became great costumers.”
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“5 Stars and I blame Jake! LOL! He is deserving of more than that. Worked very hard for us and got a great rate with the utmost professional service! We saved a few hundred, but more importantly we feel like we are in great hands and he has our back! At first we secured homeowners (working with my lender was tough) and once we got past that he secured our auto and golf cart with ease. It's always such a bother to conquer this stuff but with his guidance and patience we're winning!!!! Thanks Jake Beach!”