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“A bit understaffed. One person was helping 2 others, but called someone out to help when I arrived. Good thing because 2 more customers came in after me. He was able to resolve my issues and both were apologetic for the wait. They were both handling difficult problems, so no worries.
I've been to other Charles Schwab locations and they all have been very helpful. Unlike Fidelity. They tell you to use their app and then try to upsell you on their products. It's like going to a used car salesman.”
Financial Advising
Financial Advising
“I've worked with Craig Bergen for well over 15 years and he's done exceptional work. He carefully combed through my materials, found appropriate write offs that I'd have missed and in such ended up saving me money. He takes time to explain the process too. Such a likable guy and reasonable priced service. I can't recommend highly enough!”