“We have been dealing with the Charles Schwab Cottonwood Heights Branch location since they opened 2022. VP Tamara Taylor the Branch Manager has a stellar team of financial Consultants and support team at this Branch.Tamara is a leader that manages her team with support and a rarity these days,she cares to get to know her branch customers.
Our personal VP Financial Consultant Collin Rigby has guided us through several major life changes with professionalism, financial expertise and attention to detail.Collins follow through and follow up is excellent.Collins expertise in financial planning and recommendations have empowered us to make informed decisions.Thank you Collin!
Walking in the front door of this branch you are greeted by Ben Friedburg or Clove who are Relationship Specialists.They are there to answer all questions and if they do not know the answer they will cheerfully research until the answer is found.Both these Specialists are professionals and always upbeat in demeanor. Ben goes beyond at times and is an information highway to everything Charles Schwab. Charles Schwab Cottonwood Heights Branch has such an excellent team at this location.I highly recommend them for any financial needs you may need.”
Investing
“We have been dealing with the Charles Schwab Cottonwood Heights Branch location since they opened 2022. VP Tamara Taylor the Branch Manager has a stellar team of financial Consultants and support team at this Branch.Tamara is a leader that manages her team with support and a rarity these days,she cares to get to know her branch customers.
Our personal VP Financial Consultant Collin Rigby has guided us through several major life changes with professionalism, financial expertise and attention to detail.Collins follow through and follow up is excellent.Collins expertise in financial planning and recommendations have empowered us to make informed decisions.Thank you Collin!
Walking in the front door of this branch you are greeted by Ben Friedburg or Clove who are Relationship Specialists.They are there to answer all questions and if they do not know the answer they will cheerfully research until the answer is found.Both these Specialists are professionals and always upbeat in demeanor. Ben goes beyond at times and is an information highway to everything Charles Schwab. Charles Schwab Cottonwood Heights Branch has such an excellent team at this location.I highly recommend them for any financial needs you may need.”