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January 2025 by B B
I have most of my investments online at Schwab and wasn’t aware of local office. I tried to connect with this branch because I was looking for some planning services since I have a good size net worth now. But was told they don’t really help with planning. Didn’t offer to steer me anywhere else. Pretty useless waste of time.
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September 2024 by Jason Woodward
Amazing service by amazing people. They always go the extra mile.
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March 2024 by Elizabeth Hughes
Absolutely infuriating brokerage. Their 2 apps don't work or show accurate info, you are guaranteed to be on hold forever to get an unhelpful employee and they lock you out of your account if you get annoyed with them!
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August 2023 by Joseph R.
Excellent service with highly qualified and polite staff. Always a positive experience
