Charles Schwab's representatives listen to clients' needs and provide forthright information about investment options without using high-pressure sales tactics. They are precise, professional, and kind, making it easy to open an account and address any issues. Clients highly recommend consulting with them, praising their personalized and efficient service.
Kevin was patient and knowledgeable in our interaction today. It is so nice to have a brick and mortar nearby when you unintentionally mess something up online!
March 2024
Listened to our needs , and was forthright about investment options. Mr McFarland didn't use hardsell techniques to sell something we were not comfortable with.
January 2024
Kevin made it so easy for us to open an account at Schwab. We found him to be professional, capable and very kind. He took care of us personally and quickly solved any issues. We highly recommend him!
