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“I am personally not very knowledgeable about managing my finances and was looking to grow my savings instead of just keeping it in a savings account. I found the perfect agents Daniel and Leticia at WFG who walked me through the entire process of saving my money smartly for my future goals. Very satisfied with their knowledge and service.”
“Always a pleasure meeting with you guys. Now if you could please get us a 32% return on our investment that would be awesome! Seriously though, thanks for your hard work and always being there when we need you! I think it's 25 years now!!!!”
“I can see their office from my apartment. I hand deliver cards to them because one nite I could see the cleaning lady in their conference room vacuuming... So .. I started flickering my lights. Honey, she stopped and flickered her lights. And then I started doing jumping jacks. Then she did it also.And I live above a dance studio. LOL”
“Have been associated w/Schwab for decades now, but this Schwab office is far superior to any my wife and I have dealt with in past years. From the front desk to Payton Murphy, Paul Kidder and Gerald Geter the professionalism and expertise far exceeds other competitors in the field. Thank you, thank you!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“I do not understand what all the bad reviews are for. I had a medical bill $1000 i could not pay off years ago and it went to this agency as a debt. It made my credit score drop about 100pts. So now that i have money i decided to pay it off in full and of course it had interest charges tagged on it because its been in collections so long but i paid that too and i asked for a receipt and they sent one to my email. I had no issues with the transaction process at all. I never even had them hounding me by calling me on the phone the whole time i was in debt. My collections showed up a month later as paid off in CK and even though the internet says this is not possible, i gained half of my credit score back after that debt was paid in full. The way i see it, if you have a debt it is your responsibility to pay it off. Companies can't run for free so why should i just expect to just magically get out of paying what i owe when i used someones services.”