“Working with Janella and Tj at this branch, was the best decision I could have ever made. Their knowledge is irreplaceable and their customer service is above and beyond anything I have experienced previously. They actually sat and watched my account daily till my old investment account fully merged to my Charles Schwab account and provided updates and calls along the way. I hope everyone gets the opportunity to work with this team! Great job!!!”
Financial Advising
Financial Advising
Financial Advising
“Working with Janella and Tj at this branch, was the best decision I could have ever made. Their knowledge is irreplaceable and their customer service is above and beyond anything I have experienced previously. They actually sat and watched my account daily till my old investment account fully merged to my Charles Schwab account and provided updates and calls along the way. I hope everyone gets the opportunity to work with this team! Great job!!!”