“Victor treated our rather small retirement account with the same attention given to larger accounts. I appreciate his patience in crafting a workable plan for our retirement. I have not always felt valued by other firms, but I do here. I have more confidence in the process based on the financial advice provided.“
“I have been going to this bank since it opened. They're extremely nice and customer service oriented. It's a really friendly neighborhood feel when you go in there and the same people have been in there for a very long time and they know who you are when you walk in.“
“Adam is so helpful, takes time to listen, makes you feel comfortable with the decision to use Charles Schwab.“