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September 2023
to get a person off an account that 2 people are on.. and they both want the one party to be removed... huge hassle dont even bother
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August 2023
Am quite pleased with Schwab's Tacoma office. Very helpful, service is excellent, and my adviser always responds to questions/queries the same day. Have been with Fidelity in the past and much prefer Schwab.
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May 2023
Excellent service! Blake explained all we needed to make some changes on our account- he is clear, efficient, professional and friendly! Thank you!