Financial planning services marginal at best. People skills for various types of clients, poor,…read moreneeds to be improved. Knowledge of available financial products seemed to be ok.

I have known Doug Hughes for a decade, and referred many colleagues to him. He's assisted me with…read moreretirement planning and investments. He's responsive, smart and caring, and he really listens. He LOVES investment advising, and it shows in his enthusiasm to help chart a positive course.

We have been with this Schwab location for eight years. We've been in the office many times, the…read morestaff knows us. We recently changed banks and needed our account and routing number updated by Schwab. We emailed them our request. The office manager, who knows us, replied by saying that ANYONE could be emailing her the routing and account number and to make that change we would need a letter from the bank. I would understand this if she didn't know us or had never received email from us before, but she DOES know us. This red tape seems excessive considering that we have been in the branch numerous times. Very disappointed with the level of customer service.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

If you are looking for someone that has your best interest in mind then Steven is the guy for you!…read more Steven can assist you with retirement, college savings, all things financial. He makes sure you are comfortable with your decisions/accounts and is available for questions. The office is comfortable and clean, love the decor and colors-very stylish. His assistant is the bomb! Ana makes sure your annual visits are scheduled on time, info is up to date and runs the office like a well oiled machine. Look no further for your certified financial advisor!

Bought some stock Years ago threw HL. They asked me if I wanted paper stock or leave it digital…read more There would be No Fees since it was so small. I said leave it digital. About 5 years later I received notice that fees of $50/yr would be charged for accounts with value $25K or less. Mine was worth less than $50 so I called & said to send my stock in Paper. HL said they no longer do that. They offered to buy my stock . . . For 1 Dollar. What was I to do, they had me by the short hairs. Do I take the dollar or pay $50 fee for my $25 worth of stock. I took the dollar. I called mom because I knew she didn't have more that $25K worth of stock with them. Glad they got bought out! Trust NO Investor!

Yaz Rabadi has done wonders for my financial planning. I would highly recommend him if you need…read morehelp with investments, retirement, planning for kids' college, etc.

I would not use any services from Edward Jones. My mother had an account with them for many years…read more After she passed away, transferring the accounts from Edward Jones to my financial advisor was extremely difficult. This location kept blaming the corporate office. They charge way too many fees for the services that they provide.