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“Questions on investments, managing money, planning for retirement? Come to this location! Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in.”
Investing
Investing
Investing
“Got some very good introductory advice from financial representative Will J. Smith this morning during a walk in. He was very enthusiastic and friendly and answered all of the questions we had and more. Considering we just walked in without an appointment, this kind of customer service and warm welcome makes you want to come back. Thank you Will!”