April 2025
I've had a very positive experience with Charles Schwab so far. John Kayser in particular has been very helpful, and I appreciate the time he's spent walking me through my options.
July 2021
I have recently opened an IRA account with them. They were very helpful in getting me the proper documentation that I needed for my employer. Good people.
January 2020
I really appreciate the people at this office. Most fiduciaries are looking for large management responsibilities and millionaires so that their effort comes with as much kickback as possible.
