July 2025
I forgot the lady’s name but she was very helpful and patient with me
January 2025
Have nothing but Positive things to say about TJ Farrell. Regularly stays in touch and is always prepared and thorough when we meet. If out of office let's us know in advance and who to connect with in his absence. Real credit to Charles Schwab.
December 2024
Great customer service and excellent support from the folks in the office!