November 2025
Came in to setup/transfer son's custodial account. Joseph at front desk was great helping work through paperwork.
February 2024
Went there to take care of my account rollover to Schwab. The staff (forgot to ask for his name) at the front desk was so professional and he made things so easy. I went in with a check from my previous account, and a few minutes later I was out with the check showing up in my Schwab balance.
September 2023
Best brokerage. Most number of services. Highest quality staff. Highly recommend.
