9AM - 5PM
200 SW Market St #550, Portland
Investing
“I love working with this company. Phil Sherman and his team work hard at helping our employees understand the complexities of 401k and how it benefits them. They also help guide our 401k advisory team. Great people to work with!!”
“Came to Schwab a little over a year ago for all my banking and investing. Had a few hiccups here and there but their online, phone, and branch staff are all A+. I can't see myself ever moving to a different institution for banking and investing.”
“Didn't have to wait in line very long. A couple of minutes at most. The teller was very helpful and my entire time at his window couldn't have been more than five to ten minutes. I had several other errands still to run and so I really appreciated how little time this took.”
“We are in our 70's and totally ignorant of how to sell old gold jewelry and we had heard the horror stories. We were a tad nervous about the process. Per their website's request we made an appointment with a very nice man named Jeff who helped ease some of our fears. When we got there, we were immediately greeted with a smile and welcomed. Because we had an appointment, there was no waiting. Everything, and I mean everything, was upfront. The procedure was explained, prices were posted, we could see the scales. Anything rejected was explained why. There was no pressure to sell after the offer was made. We did sell to them and left feeling wonderful and well informed. It was a great experience. We would recommend them to anyone.”