January 2025
Eric and Nathan are the best in the business of investments, I've discovered! - Recently, I sought their advice on transferring.my portion of a very unusual, complicated trust I inherited, to my own accounts. They were patient and understanding
October 2024
Eric, Nathan and Supranee are amazing always providing excellent timely and thoughtful service.
June 2019
We love Schwab! I haven't dealt with them in person much, but the phone customer service is wonderful! They are helpful and knowledgeable about banking and investing. After 10+ years, they have never let me down. They even sent us a fruit & cheese box as a wedding present
