Charles Schwab

Jun 2023

Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab

May 2023

Kevin has an impressive wealth of market and general financial planning knowledge. He takes the time to thoughtfully consider your individual circumstances and answers all questions. He very efficiently and cheerfully helped us in a situation that involved a lot of paperwork. We were grateful for his help with that and to coach us as we made some important financial decisions. Chandler was always extremely helpful and courteous on the phone from the first time we called and every time since. We highly recommend this branch for expert, friendly service.

Dec 2022

Eric and his team are awesome! Not only is he professional and knowledgeable about the market and our investments, he is also so friendly and personable! I know he strives to provide what is best for our financial needs and goals.