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“Amazing team who has really helped to put my mind at ease. Kevin is very detailed and helped walk us through the path for retirement. I also know other mutual clients who just can't say enough about how compassionate and well informed they're interactions have been. Highly recommend!!”
“While the Towson Schwab office itself is nice, this review is focused towards my family’s financial consultant, David Kelley. David’s knowledge, professionalism and kindness surpass anyone I have encountered in the financial services industry. If you are reading this and considering opening an account with Schwab I strongly recommend David!”
“I have been working with brokers at Fidelity for about 2 years. I have always been a little skeptical, even a little scared to invest in stock options.
The people I have worked with thus far have given me some pretty great financial advice, even in higher risk stocks. I won't go into personal details, but let's just say I have recently experienced some pretty phenomenal and personal record breaking returns in the last 6 months.
Lots of portfolio options to choose from.
Easy to use app with latest news on any investments you currently own highlighted and emphasized.
Personally, I have been very happy with their service. I research my broker bank even moreso than my stocks that I buy into. They are one of the top investment firms and they the have yet to steer me wrong in anything.”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“We have been working with Steve for over five years. He has been extremely helpful, knowledgeable, professional, and personable. He has always been available for advice when we needed to consult with him. We highly recommend his services.”