February 2026
Dan Swallow at Charles Schwab was extremely helpful with transferring my 403(b) account. He made the process smooth, explained everything clearly, and was great to work with. Highly recommend.
November 2025
Very knowledgeable and courteous. The young man at the reception area is welcoming, smart , helpful and patient; he made the experience even better!
October 2024
The CS team at the May’s Landing location saved my new car purchase. Thank you Dan for working diligently on getting my time sensitive transfer pushed through.
