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“Richard helped us purchase a home 10 years ago and another home recently. He assisted through the whole mortgage process and answered all of our question. He is the only person we will use! Very thorough, knowledgeable, and kind. Highly recommended!”
“While I cannot comment on this branch since I live in Santa Fe now and all my banking is online, I will say that I've been with Schwab for almost 40 years and love them. They are an extraordinary mix of modern technology and old school personalized service and I will never bank with anyone but them. They have stood by me through thick and thin, when I was wealthy and when I was poor, and they always gave me the most exceptional service and help. In my book, THEY ARE THE BEST.”
Financial Advising
Financial Advising
Financial Advising
“We enjoy working with Dave, and appreciate his thorough, thoughtful and personal approach to financial management. He asked us the right questions to meet our personal needs. Then Dave gave us an explanation of the advantages and disadvantages of various choices. It's a pleasure working with him and we appreciate his valuable advice.”