I've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists (Marjie in particular) have been invaluable; readily available, knowledgeable and probably...
Charles Schwab
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It is very difficult to make an appointment or to get help. They mostly refer you back to the 800#. Sometimes it would be nice to get personal attention or customer service.
Terrible experience with Kevin under the direction of his "boss" Rachel. I am now switching to Fidelity under Kevin's recommendation to go with another firm. I have been a client with Schwab for...
Help with Family Trust. Thanks to Jarumon Peiffer who assistanted in opening up an account for my Brother and myself to help take of our Mom.
Staff were very attentive during the holiday period. Managed to sort out some issues with my accounts.
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