8AM - 5PM
101 Summit Ave # 910, Fort Worth
Investing
“Our relationship in wealth management is Tina Cloud. Her dedication to excellence sets new standards everyday at Charles Schwab. I encourage you to seek her out and I assure you that will be the best touch for your portfolio and peace of mind”
“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.”
“We have been with SWMG since 2013 and trust their advice. We appreciate that questions are encouraged. Educational opportunities are frequent. Staff is knowledgeable, friendly, and accessible.”