I will also post this on the portal under recommendations…read more A while ago, one of my neighbors introduced me to Jerry Campa at The Resort. She highly recommended his agency and I made a mental note of it. Fast forward to yesterday. I had engaged a Farmers agency that had my homeowners insurance for an auto policy. The price was very good so I paid them in full. An hour or so later I received the application for my signature which had several fraudulent statements regarding my eligibilty. I immediately contacted the agent. Three days later, after increasing the premium, the info was almost correct but I had had enough. I contacted Danielle at Campa Insurance. In less than an hour she had two very good quotes, for both homeowners and auto. She saved me an additional $250 on my 6 month auto policy over the online, no agent involved quote. Moral of the story, using a broker is not only painless, but she saved me time and money. I would never consider buying Insurance in TX any other way. Bonus, she's a very personable person!

Rating on investment is a 5. Assistance in office and 24 hour representatives I give a zero.i…read morecalled the 24 hour representative number When I wanted to cash in my mother's shares .I would get different answer from different specialist when I called. . I needed to make a name change as she remarried . I was told I had to drive to Houston (3 hours away) to make my mother's name change, and bring her marriage license and her financial power of attorney as I had to start managing finances. In Houston 1 person was in the office. I gave him all the documents , he photocopied them but seemed a bit distracted talking to someone who was not a client and came to visit. He gave us a paper that needed to be notarized and gave us directions for a mailing, packaging center that had a notary public. I asked wasn't this something that could be done in office. He said it was a Friday and he was the only one in that day and was not a notary, which Schwab should have taken the time to make him one if he was going to be alone in the office . The office was very large so I can't imagine everyone took the day off at the same time but yes they did. Later on I sold shares and asked for the check to be mailed as I could not transfer it to her bank as it was not listed as a choice. No representative could figure out why OR talked to any supervisor to have their IT people look into it. I needed the money to pay her rent, a representative told me he could overnight the check even though it was a Friday. The next day check did not arrive, Monday it did not arrive. Finally Tuesday it arrived but with the wrong name ( we did make the name change). Of course the bank would not accept the check as her first name was the only match to her account.When I called the representative number they did not have the necessary paperwork for the name change... thanks Houston office that's why I drove 3 hours. I mailed in the information ( again) and turn around was 14 days. By that time I took money out of my personal account to cover her rent. The rep told me they would put a stop payment on the check with the wrong name. I went into the office thinking in person would help with this transaction. The man who assisted me was very courteous but said the amount he saw in the computer was not the same i quoted as her available monies for withdrawal. He said it showed money was taken out, the exact same amount as the wrong name check with the stop payment I received. I told him there was a stop payment which he did not see because the previous rep did not enter the phone call details I imagine.Luckily the check was in my wallet to show it had never been cashed otherwise she would have been out of $7,000 dollars. This front desk gentleman told me he could do a wire transfer which I agreed to. He kept telling me he wasn't familiar with the form and possibly it was not the correct form to use and wasn't sure if the transaction would go through. Again no one in the office to assist him with this question. At this time I felt this was a ploy from Schwab to keep me from getting the money for my mother, because so many wrong answers , poor attention to detail, personnel not knowing the correct form to use .. it was so frustrating!!! I did finally transfer money into another bank account of hers that was listed in the site . The rest Of her money still is in Charles Schwab because now I will just transfer it into another bank account then transfer again into the correct bank. So it seems everything is fine until you want to sell shares and get money.

I have been a Charles Schwab customer for decades. They make it simple to build up your savings and…read moreindependence with minimal overhead expenses. Opening an account at Schwab is a good step towards financial freedom.

Trey at State Farm is absolutely the best at what he does. With such fast and friendly service, I…read morecouldn't be happier. I got the coverage I needed at a price I could afford. Thank you Ms Dominique Miles for having such a great staff there at your State Farm office. It was a pleasure working with Trey.

Dominique Miles and Staff are Awesome! Very courteous, professional and helpful. Had no problems…read moreand they took care of my concerns very quickly. Issue resolved in no time at all. They are the Best!

Took my elderly mother into this location so we could get my name on her accounts since she is not…read morecapable of managing her finances. Spent well over an hour signing mountains of paperwork. I presented my POA's and we told them we wanted all 4 of her accounts consolidated into as few as possible. I received statements for four accounts recently so I called and they told me I was not on two of her accounts and they had not consolidated accounts and I had to physically take my mom into the location AGAIN. My mother is in assisted living and uses a walker.

Good and bad. I have had an investment account with them for years. Only had one problem in…read moretransferring a Mutual fund from a bank over to them. Finally had to cancel the transaction. Then after a year tried again and it went threw in days. crazy. Don't listen to all the bad reviews here.. Fee's are low to non existent. Hopefully I will never have to go back to a brick and mortar bank again.

One of the best in the biz! Explained insurance so I understood what I was getting into. Rock star…read moreteam!!

Talked to Josh Terry . He Advised me Gary will follow up with me. Took my personal information and…read moreI never heard from them back. Very sketchy business. This is not how insurance agents should act. I recommend never to talk to anyone from there. unprofessional and they never call back after they take your personal information.

Best treatment ever i will not use any other financial service but cash store.Thank you for your…read moreall your services

Jocelyn was friendly and very super helpful refinancing my loan. She calmly walked me thru the…read morewhole process. Excellent customer service!!!

Haley was amazing throughout the entire process of getting us a new insurance policy. Upfront cost…read moreand full breakdown of our coverages was provided within 5 minutes