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“Luis helped our family set a firm foundation for our financial future, and was so fun to work with. Highly recommend if you're looking for a fiduciary that truly cares about setting you up for success!”
“John is everything you want in a broker: Excellent communicator, has a calm demeanor, and knows how to get a deal to the closing table, no matter what it takes. I have enjoyed working with him thoroughly, and we've even formed a relationship outside of business/deals! 10/10 recommend!”
“I have a car loan from here and it been great the understand when I get a couple days behind and I appreciate that a lot thanks keep the wonderful work all u wonderful people do for the clients”
“I have been working with Adam for about 3 years now. He is always there to answer any questions and advises me based on my best interest from a holistic approach. I look forward to having him as my advisor for many years!”
“I have been Charles Schwab customer for a long time and always had a great experience with their customer service!This time I had to deposit a large check and was running a little late leaving work. This branch was closing doors at 5:00 PM and I showed up 10 min before that. There were no customers and door was locked already. As my last resort I knocked on the door and was pleasantly surprised when the branch manager came out, opened the door and gladly helped me to deposit my check!Thank you Charles Schwab!”
“Scott was very knowledgeable and provided information about investments, items that might be helpful with taxes and considerations regarding inheritance ideas. It was time well spent. I highly recommend Scott as a wonderful advisor.”
“I had never heard or been to Big Austin until I signed up for a drawing they had. There are some awesome things I found out that go on around and in the place. Ms.Cheesie, thank you for making my time spent there worth while, it was great learning about what you all do there, and it was great socializing with you and others. Keep doing what you're doing for our community. We need you.”
“Awesome bank. I've been with this bank for years and they always have answers for every question you have and if they don't have the answer they always find ways to get it. I love the employees they are very helpful and very polite.”
“After the company I worked for over 30 years was sold, I moved my 401(k) into an IRA managed by Oakwell. In just the last year, my investments have performed better than they ever did in my old 401(k). More importantly, their team has helped me build a clear retirement plan and given me real peace of mind about the future.”
“I visited the Charles Schwab Domain office in Austin, Texas yesterday and had an excellent experience.
Mr. Cameron was extremely kind, patient, and professional throughout my visit.
He took the time to explain everything clearly and made me feel very well taken care of.
I truly appreciate his outstanding service and highly recommend this branch.”
“If you want a great banking experience go visit Aubry M at the Steck avenue location.
Aubry was informative on bank products and funny. If you can laugh and smile at the bank it’s a good day!”
“I have a professional relationship with George and the team (Ben & Dave) at Grace Cap. There's nothing better than knowing someone you can trust in this space. Grace Cap genuinely wants to help anyone they can even though they may not end up working with them. That's a great sign of character.”
“I want to give a shout out to Brian Armstrong who provided exceptional customer service at the front desk. He was taking care of three people at once. Two of which were older ladies whose sense of entitlement, snarky remarks and overall rudeness would have made anyone crack under pressure. Not Brian, he continued to solve their problems and my own while addressing us in a very courteous manner. I truly believe he should be recognized in some way.”
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“This group is quite a team! They are accurate, knowledgable, effectively organized, patient , and kind… holding the hand of an 80 yr old through the use of technology, saving time, paper , and travel?thanks for everything!”