Can't recommend Schwab & Mark enough. There is no reason to pay a service fee to places like Edward Jones in 2026 when there are such great tools to do it yourself.
Mark helped me move all my accounts into Schwab in 2025 and I'm very glad I made the move.
October 2024
I have an established Schwab account and I needed some help with something. Mark was happy to help with a simple deposit and moving money around. He gave me some good in person insight into Schwab products. Thanks Mark!
March 2020
Knowledgeable, experienced, smart, friendly, convient, local, quick, efficient, good parking, and A PERSON ANSWERS THE PHONE WHEN YOU CALL.
