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January 2024
Worst Financial Firm I have ever dealt with in 50+ years—-Broker never answers phone—goes directly into voicemail. Never follows up—-Btw, I have accounts at Fidelity, eTrade, Morgan Stanley and each of them are by far better—
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November 2023
Had a great experience with Cheryl who walked me through understanding CD's and how to understand them on the platform. Highly recommend.
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December 2022
Useless. Don't know why they have this big office here Never let you speak to advisor and front desk people always quick to brush you off as fast as possible and tell you you to call Charles Schwab or go online What's the F'ing point of a brach if you have to still do everything online or phone