Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!

Great people, great service. Finally found a advisor I trust is looking out for my best interest!read more

KFG has been a great partner to my husband and me in our retirement. They are conscientious and…read morecaring, make you feel welcome and valued even if you don't have a great deal of money to invest. Each person in the group feels like a friend. And Annie is an added bonus! Carol & Chuck Tenorio

They did not record our mortgage payment and reported our account as delinquent. What?…read more Changed my review since I received a call and they are correcting the problem.

They delete your linked account you funded a CD to make closing out the CD at renewal a pain so you…read moreget frustrated and just let it renew. If you call customer support, they will not close the CD without a written letter sent. After re-linking an external account, the self service banking app will not let you cancel renewal because it's in the "renewal process". Never again will I bank at First Internet Bank

The incredible quality of customer service at this office is amazing. I worked with Tayona, who is…read morepleasant, patient, and highly knowledgeable. Ten stars!

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

Met Jason at a sponsored dinner and was impressed enough to schedule a follow-up meeting. After…read morediscussion, we jointly decided maybe we weren't a candidate for his services. He did confirm a couple of my ideas and also gave me a couple of really good suggestions as well as some direction on where to pursue more information. He did all this with open mind even though he wasn't going to profit from the transaction. I would recommend that anyone at least meet with Jason and see if he can help.

From the owner: Guardian Wells Financial rests its stability and relevant advice on the shoulders of experience and…read moreintegrity. Recognizing the need for clear, concise, understandable financial information, we started our own company with a mission to provide retirees and pre-retirees with sound financial advice and a sincere needs based approach to protecting assets with financial instruments. We look forward to the opportunity to provide you with excellent service!