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June 2023
They have been extremely helpful over the many years that I've been with them.Good listeners with thoughtful, timely suggestions.The are always prompt in their responses as well as empathetic & compassionate when times get tough.
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September 2018
OK, I haven't been here a whole lot but Teresa at the front desk is wonderful. She was really friendly, competent, knowledgeable and when I had a hiccup with an IRA transferring in from another company she knew exactly how to fix it. Plus the Schwab trading fees are really low :)
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January 2018
Very polite and knowledgeable staff. I felt very welcomed and had a great experience here.
