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December 2023
They convinced me to put my entire ira with a company Schwab recommended and pushed on me. They lost $10,000 of my ira in one day and I fired them on the second day while I made $30,000 in this same account I managed over the next 6 months
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October 2021
Nice clean office with obvious health and sanitization protocols in place. Blake Nelson helped us with our account and expanded on what we already knew about Charles Schwab.
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November 2020
Very beautiful and professional place, receptionist is very nice and helpful