July 2025
Terrance Smith is very knowledgeable and willing to help and educate. I love to pick his brain.
February 2025
I was having a terrible time with rolling over my accounts from Ascensus to Schwab. Ascensus is almost impossible to work with. Terrance Smith took the bull by the horns and helped me through the process. He walked me through all I needed to do. Highly recommended.
May 2022
I met Mark Symm when I transferred my Schwab account from Florida. I was impressed that he was a experienced professional in finance and a nice person. I have talked to other of his clients and have never met one who was dissatisfied. Additionally, Schwab provides a strong venue for his professional service.
