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August 2023 by Donald Miller
Started out great MANY years ago; now they are very indifferent and don't seem as well trained nor helpful. After this last hassle will be moving portfolio elsewhere.
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March 2022 by andrew vigueira
Very helpful assistance with the concern I had.
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August 2020 by Laura Holly (Kissalude)
Charles Schwab is one of the few financial institutions that has not played games with my money. Very happy.
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August 2020 by David Juo
Outstanding !
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December 2019 by Paul R.
I went to the new office on Vets with several changes to my accounts, moderately complicated, to be done. Ms Boudreaux provided excellent service & explained everything. At the conclusion, she gave us her card so we can call her with any other concerns. She was so nice & professional, exceeding expectations.
