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“I had been recommended to Schwab for opening a business retirement plan, which is how I found this branch. The steps to open an account online were a little intimidating, so I decided to visit in person. Adil and his team helped make the process quick and easy. There was a small delay from my end as one of my employees paperwork was incomplete, and they let me know right away and gave me a courtesy call once everything was ready with my account. Would definitely recommend!”
Financial Advising
Financial Advising
Financial Advising
“Frank and Gail are a pleasure to know and do business with. They are both very professional, honest, and responsive, coupled with great personalities and an understanding of a client's needs/requests. I highly recommend Certified Planners Group.!”