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“Superb in all aspects. For starters you’ve got the Schwab platform, a platform that’s the best out there. Way beyond just trading, you can do performance analysis, analyze your holdings, and so much more.But it’s the people that really make the difference. After 5 years at this Schwab branch they have always — I mean always — been terrific. That doesn’t just mean being professionally polite but also highly knowledgeable and quick to respond.For example, I recently had several questions on a problematic investment situation (dealing with exchange funds) that didn’t even involve Schwab. My Schwab Financial Consultant (Chris Elmore) could have easily — and legitimately— brushed off my questions as a waste of his time. But he didn’t. He quickly got back to me with exact answers to my questions. Those answers have made a material difference to the situation I was facing.I felt compelled to write this after seeing some reviews on this Schwab branch that weren’t 5 stars.”
Investing
Investing
Investing
Investing
Investing
“The team at Old Peak Finance have been advising my wife and me for about 10 years. We value them for their expertise on finance and investment, their always-diligent and timely work, and their commitment to clients' well-being. They have been invaluable in guiding us into retirement and through estate planning. They are of and from this community and know the area well.”