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    Charles Schwab

    2.0 (4 reviews)
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    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

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    Retirement planning

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    2 years ago

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    9 years ago

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    8 years ago

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    9 years ago

    Terrible phone system. Impossible to get a real human. Extremely poor customer service. I'm moving my account.

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    Art Ramirez - Coldwell Banker - Probate and trust certified agent

#probate
#trust
#realestate

    Art Ramirez - Coldwell Banker

    (35 reviews)

    You will NOT regret working with Art Ramirez and his team. He is incredibly knowledgeable about…read moreboth the process and the area. He's very good at helping you understand everything and is great about staying in contact/keeping you informed. If you ever have a question or concern- he's there. I had a pretty complicated situation selling my home and Art knew exactly what to do. I would jump at the chance to work with him again in the future.

    I found Art through a home buying agency. I was a first time home buyer and knew little to nothing…read moreabout the process. Art was knowledgeable and personable from the beginning and walked me through it all, every step of the way. I texted and emailed Art at all hours of the day, and he was always timely and responsive to my queries and concerns. Having a good realtor is one of the best decisions you can make for yourself. I've heard nightmare stories from friends and coworkers and I consider myself lucky to have found Art! I suggest you look no further! My whole home buying process was smooth and quick, even in times like this where the market is tight. I closed in 17 days and I have to say I wouldn't have been able to do this without Art's guidance and timeliness. He made sure all parties involved stayed on top of their parts so we could get the whole deal settled ASAP. I will recommend Art to EVERYONE and hope to be able to use him for selling/buying of all my future homes. Thank you Art for helping me and my family get settled into our new home!

    Edward Jones - Financial Advisor: Gary D Norman

    Edward Jones - Financial Advisor: Gary D Norman

    (1 review)

    I know Gary a bit socially, and so when my mother needed help dealing with her finances, I thought…read morehe would treat her right. I went with her to help out when they first met, and I saw immediately that I was right. He basically acted as though she was family, and this enabled her to relax her concerns about letting someone get involved in her finances. He asked her a lot of questions and developed a plan for her that she was comfortable with. When Gary's name comes up, my mom cannot stop talking about how great he is. My wife and I signed on with Gary not long after. We don't have a ton of retirement, but we were tired of watching it earn next to nothing in money market accounts, or shrink rapidly in mutual funds that we seemed to be picking out of a hat. Since we hooked up with Gary, our funds seem to be growing conservatively, but steadily. Also, anytime I want to talk about anything regarding our investments, Gary is readily accessible. I have now passed a few other friends to Gary, and he has helped them with different issues. Everyone is psyched they found him. He is a very real guy, simple to connect with and comforting to work with regarding the sensitive issues of your savings.

    From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

    Teh Financial Coaching

    Teh Financial Coaching

    (101 reviews)

    I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

    Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

    Charles Schwab - investing - Updated June 2026

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