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“I was provided exceptional service by Marko Santic. I would highly recommend him for any and all services needed. Marko was very knowledgeable, thorough and understanding when it came to my many questions.”
“They were basically closed when I went. One person at a time could enter and speak with a representative on a monitor. Unless you have paperwork to drop off, you are wasting time and gas by driving there. Fidelity is awesome though so still gets 5 star rating from me.”
“My wife and I went there today to deal with an issue from their recent transition from their recent merger with TD Ameritrade. We tried contacting Schwab through their 800 number but could not have the issue resolved. We made the drive to this office and the lady at reception quickly and professionally addressed our issue. The poor ratings on this location must be from disgruntled investors. I received stellar service and results at this location. Schwab's trading platform is a definite improvement from TD Ameritrade.”
“Michael Brown sincerely cares about people and their financial goals. We really appreciate him and value all of the incredible advice he has given us. We look forward to many years working with him.”
“I'm taking a star away for one reason. No waiting list for (a larger) safe deposit box. Bank of America has a waiting list. Wells Fargo does not. We are told we must keep checking. I find this to be ridiculous. If it was a simple phone call, maybe I would not be so critical, but it's not. You never get right through. So every time we come in we ask. So far, no luck.”
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“Since 2010, my wife and I have experienced the incredible value of working with Keener Financial Planning. Jean and her team's approach isn't just about drafting a plan, it's about crafting a strategy that grows and adapts with us. Keener's commitment to aligning with our financial goals, rather than pushing products, has been a key factor in building our trust. The transition from seeking financial planning to entrusting them with managing our investment portfolio was seamless. It's not often you find a financial team that so effectively balances professional acumen with a genuinely personal touch.Recommending Keener Financial Planning comes easily to us. For anyone seeking a financial partner who prioritizes your goals and provides consistent, reliable guidance, KFP is an excellent choice. Their years of dedication to our financial wellbeing have been instrumental in securing our financial future!”