Charles Schwab

Apr 2021

Needing to update streetsmart edge platform especially for mac users. "unable to log in" on a daily basis, after attempting multiple times is unacceptable. "Unable to log you in try back in a few minutes" can be frustrating when its costing you money. As for customer service they are good and can be very helpful, they’re also easily available and knowledgeable.

Jun 2020

We live overseas and had several issues that we needed resolved while back in the states and we found the office to be very helpful; MIchelle Jones and especially Jordan Beck were outstanding. Jordan went above and beyond to ensure our transactions and account issues were taken care of.

Jun 2018

My husband and I worked with Michael he's extremely customer focused. Michael asked us alot of questions to make sure he was giving us the best recommendations based on our future goals. He seems to be passionate about helping his customers and believes in the Charles Schwab brand. This reassured me that we were making the right decision.