Elisa helped me out and was extremely kind, efficient, and patient with a Senior Client of Schwab!!…read more I had an unusual technical problem with my on line account (caused by my lack of technical knowhow). While my problem was not in her immediate area of responsibility, she listened and went to work. Elisa fixed the 1st issue (on line account suspended) and then contacted another expert within Schwab that helped to find the source of other issues that led to my suspension. If Elisa had not listened and gone the extra miles to help me, I would have been suspended again as soon as I drove back home to Denton, TX. Jared Herbert is also to be commended for being very responsive to a phone call and especially for having a very qualified staff that cares about their clients. If I was not retired, I would have offered a job to Elisa. Her talent, caring attitude, and common sense are rare. I expect Schwab recognizes her abilities and she has a bright future ahead of her.

We had to replace our car on a trip we made to Dallas last week. We had planned on replacing the…read morecar later this year, but car problems en route made the transaction necessary earlier than planned. We located a replacement car on a Saturday and the dealership let us keep the new car as we would provide them payment from our account at Charles Schwab. On Monday, we went by Charles Schwab in Southlake to arrange the disbursement and met with our agent, Jake Bandy. Mr. Bandy called the dealership, acquired the wiring instructions, and facilitated the whole transaction. Mr. Bandy is a complete pro! He gave us copies of the wire and promised to contact us when it was complete. We returned to the dealership with the copies of the wire and the dealership gave us copies of all our car documents. Mr. Bandy called shortly thereafter and assured us the wire was sent. Everything is stress free when you deal with a great organization and Jake Bandy!

This review is for the location in Fort Worth's West Seventh area and front desk services. I have…read moreused Fidelity for years for investment accounts and never had a negative experience. This storefront location provides the convenience of certified signatures and on-site advisers for fidelity accounts. The location itself is hospitable and clean. I've been twice and a Keurig was a nice touch (It was out of service the second time I visited). Bathrooms were clean, and two self-service computers were available for account management services. The desk clerk was friendly and helpful, communicated well, and was able to help me with my signature certification as a walk-in within a few minutes. Both visits, I was able to park directly in front and be in and out in under 20 minutes. As a Fidelity Customer of many years, I appreciate the ability to walk in somewhere and receive assistance with my Fidelity accounts in person.

Jason helped one of my clients get a notary bond. The entire process took less than 30 minutes and…read moreat a fraction of the cost they expected.

This brokerage has declined dramatically over the years. I was repeatedly passed from one…read morerepresentative to another, and the last representative couldn't answer basic questions about my policy. I ended up switching policies without understanding the full ramifications, which cost me money. No one seemed interested in resolving the issue or retaining my business. The constant transfers, poor service, and terrible hold experience were enough for me to cancel my insurance and move to another brokerage. Very disappointing.

Donald Halcomb is great!! the best insurance experience that I have ever had. you will not go wrong…read moretrusting Donald

Bridget Palmer is Awesome! check her out if you're looking to invest for the future or save for…read moreyour children's college. She has plenty of options and is very good at explaining details and finding what's best for you. She really cares and makes you feel valued. I've been using her since beginning of 2017 and I will say best decision I made talking to her about my future. Thanks Bridget for all you do and keep up the excellent work!

Title Loans up to $10,000 Personal Loans up to $2500…read moreHave your cash in minutes, simple and quick!

Friendly and Fast! Would definitely recommend them for your needs. Worked with Kelly and she was…read morewonderful!!!

Banked at Wells Fargo and it was good until I got scammed. They closed that account and would not…read moreopen a new one. That put me in a bind.

First time getting a loan let me tell you Mr.Fredrick made it soo easy for me ! I was in there for…read moreliterally 20 mins ! he was helpful, kind and very clearly on how it works ! not just that this man was on the shift by himself and still managed to take care of me ,4 other ppl and still pick up the phone! And He still managed to keep a positive and greatful attitude! This man truly needs a promotion!!

From first contact with this office it was a good experience. Beth was very pleasant and helpful…read morewith getting the quotes to us in a timely manner. Very friendly and personable. Matt and Beth were able save us approximately $100 a month. I would definitely recommend this office to anyone. Thanks for all your help!

I started a policy online, couple days later I had questions and Matt was very quick with…read moreresponding to my email! Beth is also very helpful:)