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“Pamela at Charles Schwab is an exceptional financial advisor who truly goes above and beyond to provide her clients with top-notch service. My mother and I originally visited in person due to a few time sensitive questions we had, and Pamela was happy to assist us. Throughout the entire process, Pamela was always available to answer any questions I had and provide guidance whenever I needed it. She was patient, knowledgeable, and truly invested in helping me. She even followed up with a phone call and assisted me with setting up an online account. Thank you again for your time, Pamela!”
Financial Advising
Financial Advising
Financial Advising
Financial Advising
Financial Advising
“Lane Rifkin, PLLC do an amazing job! I had a couple of complex tax returns over a couple years, and they handled each complex situation with grace and professionalism. They were very clear on the documents that were needed as well as communicating why each item was necessary. Thank you!”