Excellent customer service. I came here to roll over a 401k from a previous employer, and I must…read moresay the rep was very helpful. A plus, they validate for valet parking.

The website is constantly down. They are getting better, but this has been going on for a month,…read morepreventing me from making any trades unless I call in.

I have worked with Schwab for many years and had a wonderful experience today. I am away from home…read moreand happened to be next door to a Schwab office in Cincinnati, Ohio. I walked in, without an appointment, and asked if an investment advisor might be available to assist with a specific question. I waited five minutes. The advisor was outstanding. He was knowledgeable and thorough and answered almost all of my questions. But even more importantly, he told me that there were others at Schwab who were even more knowledgeable about the most detailed and nuanced elements of my question. He set up a call for me from one expert, which I received soon after. That advisor was even more helpful. I feel totally prepared.

I will NEVER TRUST SCHWAB COMPANY after this company stole my money: The only time I ever gave…read moreSchwab company any money, this company just stole it. Therefore I will never again give Schwab any money for anything. I opened a Schwab brokerage account (in early September 2026) then I put a small amount of money into that from my bank (bank checking account) as a test to make sure eventually I can move part or all of that/my money back out of Schwab brokerage account. But after 4 business days & still counting/continuing, my Schwab brokerage account will NOT let me take ANY portion of that/my money back out of my Schwab brokerage account, to back into my bank. So I will never buy any products Schwab company sells.

I would give ZERO stars if possible. In three weeks of an investigation, requested evidences. Never…read morereceived neither by mail nor by email. Team members keep share different information and suspicious information not from my account!! Usually spend an hour for nothing! HUGE MISCOMMUNICATION AND NOBODY FROM THE TEAM CANT CLARIFY ANYTHING!

Good luck if your account is compromised. They say they review the disputed charge but they don't…read morereally look into it. I requested the they send me proof of purchase and delivery from the store after the third time of disputing the charge, they sent a copy of my statement from Sachs. The one that shows a charge to my account that I have access to. Really? Do better Sachs Goldman. Still fighting after 6 months.

I've worked with Ryan Gomez the past 5+ years from when I was entering the workforce to now being…read morewell underway in my career. He is responsive, knowledgeable, and able to map personal goals to financial milestones. Highly recommend and I look forward to continuing working with Ryan.

Ryan Gomez does a great job walking you through the options available and maintains contact to…read moreensure the financial plans set in motion continue to service your long and short term goals. Very personable and knowledgable.

Stay as far away from these con artists as possible. One of the head financial officers of UBS,…read moreLois Cox sent a notary from their office over to Cedars hospital to force a dying clients entire estate over to her lover. Even after she committed perjury on the stand UBS allowed her to keep her job. This was the second case that ended up in court involving her, her lover and the estate of deceased person. Even though Cox committed perjury on the stand they still lost. Her lover later tried to appeal the courts decision but lost again. A short clip from the appeal: Cox was involved in McIlhany's preparation of the trust and will documents. She arranged for a notary to go to the hospital to witness Baker's signatures on several occasions. The trial court summarized Cox's testimony: "Lois Cox works at Union Bank of Subsidiaries (`UBS'). Cox and defendant were lovers and lived together from 1993 to 1999 in her condominium. Cox paid all the bills while they lived together. Defendant paid for some of their travel and entertainment. In addition, she lent defendant money totaling approximately $50,000 to fix his deceased mother's home and prepare it for sale. He paid back the loans after he was able to settle his mother's estate." In both the tentative and final decisions, the trial court found "defendant completely lacking in credibility. Defendant has an obvious and significant bias given that the case threatens his inheritance from Baker. In the past 13 years, defendant has not made any significant amount of money from anything other than inheritances or the women he has dated. He has not paid any housing costs--it is the women he lives with who pay for his housing. Defendant needs the money he got from Baker. We disagree that these statements suggest gender bias. The trial judge fairly characterized the testimony concerning Baker's financial situation. And as the judge noted in the final decision, McIlhany's lack of income and financial dependence on former girlfriend and his defense witness Lois Cox were relevant in evaluating McIlhany's conduct while Baker was still alive and McIlhany's need to secure financial independence. KEEP YOUR LOVED ONES AS FAR AWAY AS POSSIBLE FROM THESE VULTURES BECAUSE AS YOU CAN SEE THEY WILL SWOOP IN AND TAKE EVERYTHING ESPECIALLY IF SOMEONE IS ON THEIR DEATH BED!

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

I made a stop here to change some money before my trip to Mexico. I believe it's on the 2nd floor…read morenext to Eataly (easy to miss). The guy working was super friendly and changed my dollars to Mexican pesos. The whole experience was seamless and didn't take long at all. He was even making sure to double-check everything and explain to me the conversion rate and how much I'd be getting. I will be back!

Emily at the Scottsdale Fashion Square branch was amazing! I am going to Europe as a chaperone…read morethrough a third party. I showed up with cash meant to be our tipping money and once I learned the exchange rate I realized I had been mislead and forced to spend some of my own money to make up the difference. Emily was so patient and helped me organize the money, figure out exactly how much was owed, and dealt with a confused, overwhelmed, and panicked teacher. She went above and beyond.

I worked with Anthony on a credit repair case and had a great experience. He's extremely…read moreknowledgeable about how the credit system actually works, and he explains everything clearly so you understand the process instead of guessing. He's thorough, detail-oriented, and transparent about timelines, nothing vague or shady, just straightforward expectations from day one. Every step of the way, he communicated what was happening, why it mattered, and what to expect next. It was clear he knows this industry inside and out, and everything he did checked out as legitimate and professional. If you're looking for someone who actually understands credit and handles disputes properly, Anthony is an excellent choice. Highly recommended.

I was referred to Jose thank God! I was contacted by a law firm regarding credit card debt and was…read morevery scared. Jose was excellent and efficient. He explained step by step and was very patient and thorough with every question I had.. He made this process so easy for me/ stress-free. Thank you Jose you are literally the best! Forgot to mention aside form my credit card issue he's going out his way to help me fix my credit! God bless! Fui referida a Jose gracias a dios! Necesitaba ayuda con una deuda y no sabia que aser. Tenia miedo porque involucraba corte! Jose fue excelente, me explicó el processo pero sobre todo tomo el control y me quito un gran peso de encima.. Muy excellente servicio y el precio es tan poco para el gran trabajo que provee. Gracias Jose!

Stay as far away from these con artists as possible. One of the head financial officers Lois Cox…read moresent her notary over to a hospital to sign a dying clients entire estate over to her lover. Even after she committed perjury on the stand UBS allowed her to keep her job. This was the second case that ended up in court involving her, her lover and the estate of deceased person. Even though Cox on the stand lied lied lied they still lost. She was even caught committing perjury on the stand. Her lover later tried to appeal but lost again. A short clip from the appeal: Cox was involved in McIlhany's preparation of the trust and will documents. She arranged for a notary to go to the hospital to witness Baker's signatures on several occasions. The trial court summarized Cox's testimony: "Lois Cox works at Union Bank of Subsidiaries (`UBS'). Cox and defendant were lovers and lived together from 1993 to 1999 in her condominium. Cox paid all the bills while they lived together. Defendant paid for some of their travel and entertainment. In addition, she lent defendant money totaling approximately $50,000 to fix his deceased mother's home and prepare it for sale. He paid back the loans after he was able to settle his mother's estate." In both the tentative and final decisions, the trial court found "defendant completely lacking in credibility. Defendant has an obvious and significant bias given that the case threatens his inheritance from Baker. In the past 13 years, defendant has not made any significant amount of money from anything other than inheritances or the women he has dated. He has not paid any housing costs--it is the women he lives with who pay for his housing. Defendant needs the money he got from Baker. We disagree that these statements suggest gender bias. The trial judge fairly characterized the testimony concerning Baker's financial situation. And as the judge noted in the final decision, McIlhany's lack of income and financial dependence on former girlfriend and defense witness Lois Cox were relevant in evaluating McIlhany's conduct while Baker was still alive and McIlhany's need to secure financial independence. McIlhany also asserts the term "lover" to describe his relationship with Cox was pejorative and unfairly brands him as a "philanderer" and Cox as "someone involved in illicit behavior."7 The term, however, was consistent with Cox's own testimony that she loved McIlhany. It does not indicate bias by the trial judge. KEEP YOUR LOVED ONES AS FAR AWAY AS POSSIBLE FROM THESE VULTURES BECAUSE AS YOU CAN SEE THEY WILL SWOOP IN AND TAKE EVERYTHING!

Alan Mehdiani prepared my 2024 tax returns, but the experience was disappointing. The process felt…read moreimpersonal, with limited communication. Questions were handled through voicemail, responses were often delayed, and some calls were not returned. I also paid a retainer based on their detailed questionnaire. Two months after my taxes were filed, I received an unexpected $275 invoice with no explanation. When I asked for clarification, I was told the retainer only covered preliminary setup and that additional forms identified during preparation resulted in extra charges. These fees were not clearly communicated in advance.

I had a good experience working with Alan Mehdiani. He answered my tax questions clearly and helped…read moreme understand a few things about deductions and filing that I was unsure about. The communication was professional and the process felt organized and straightforward. It was easy to schedule and everything was handled in a timely manner. I would recommend him if you need a CPA in the Beverly Hills area.