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“Pia has been so pleasant to work with. She is extremely knowledgable and takes the time to explain everything. I have never felt rushed or had the feeling that my question(s) was "silly." I have been with her for many years and she has really done a great job with my portfolio. I 1000% recommend her!!”
“Deane is incredibly professional and friendly. Very forthright with information and motivated to help. The office is clean and well organized. The staff is friendly as well. Anybody would be happy to have him as their accountant/tax professional.”
“Very positive experience at this Charles Schwab branch. I needed a service and had difficulty finding it at other firms. This location was very helpful, as I was able to walk in without an appointment to resolve my situation. The the gentleman at the front desk was very friendly, professional and helped to take care of my issue in a timely manner.”
“Skye has been our advisor for approximately 8 years and our trust and accounts with him as our advisor has only been reinforced.He keeps us informed and provides evidence for his recommendations. We feel confident in recommending Skye for your financial future.”
“Mike was a pleasure to talk with. I set up an initial meeting, and he spent about 30 minutes going over my finances with me—where I’m at now and where I want to be. After our conversation, he explained that while he could provide some additional insights, I was already on a good path. What stood out most was his honesty: instead of pushing me toward his services, he encouraged me to continue saving on my own since that would benefit me more. It’s rare to find someone in this industry who prioritizes your best interest over a sale, and I truly appreciate that. I highly recommend reaching out to Mike if you’re looking for trustworthy financial guidance.
Thank you for your time Mike!”
“We spent 1 1/2 hours yesterday with an advisor named Jordan. We found him to be very efficient, professional and very informative. We like that with Fidelity, we have an actual person to meet with. With Vanguard, we don't have that option.”
Financial Advising
Financial Advising
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“Jerod Patterson has been great to work with. He’s done an amazing job providing me with explanations and resources to the questions I have. I highly recommend working with him.”