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“The people were here are direct and helpful. I had opened a brokerage account with fidelity back in 2017 but I had never done any activity on my account. Fast forward years later I finally decided to be serious with investing in the market. I was able to get access to my brokerage and open a Roth IRA as well. It’s been smooth sailing ever since.”
“Manuel Ramos has been very attentive to my account, provided many investment options and has adjusted the nature of our investing strategy to match my changing needs.”
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“I have been self-directing and utilizing various roboadvisors for 20+ years with relatively little to complain about. However, I recently discussed my horizon and goals with Fotios and came to the conclusion there is no better place to hold my assets than with Schwab and with someone you trust. I have had a welcoming experience migrating accounts over and am very happy with the professionalism from this branch”