-
July 2023 by Ad Tabb
Professional, information and friendly and helpful
-
June 2023 by Joe Palma
Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab
-
May 2023 by Pauline Pauline
Kevin has an impressive wealth of market and general financial planning knowledge. He takes the time to thoughtfully consider your individual circumstances and answers all questions. He very efficiently and cheerfully helped us in a situation that involved a lot of paperwork. We were grateful for his help with that and to coach us as we made some important financial decisions. Chandler was always extremely helpful and courteous on the phone from the first time we called and every time since. We highly recommend this branch for expert, friendly service.
-
April 2023 by Mark Ryan Realtor
I have an account with Schwab already. I opened up a trading account on Tuesday night, and funds showed in the account on Wednesday morning. Here it is, the following Monday and the transferred funds STILL have not cleared. It’s 2023! Nowhere in the world does it take this long for funds under $1,000 to clear. In the mean while the stock I wanted to buy has now double in that time!
-
December 2022 by Amanda Bradley
Eric and his team are awesome! Not only is he professional and knowledgeable about the market and our investments, he is also so friendly and personable! I know he strives to provide what is best for our financial needs and goals.
-
May 2022 by Shaun Huq
I had no idea that Charles Schwab had a branch in Georgetown, until recently. Their courteous and professional service was compelling enough to make me transfer my stocks from other large institutions into Schwab. Extremely happy with the service I get there.
-
May 2022 by Barbara Bender
After my mother died, I needed help with a complicated situation and Chandler and Kevin were very kind and did a lot of the legwork to resolve it. I would recommend them anytime. It was also great that there is a location in town.
-
May 2022 by charemon poff
I spoke with Chandler today and he sounds very pleasant and I can't wait to meet Eric for my upcoming appointment.