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    Charles Schwab

    3.5 (6 reviews)
    Closed 8:30 am - 5:00 pm

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    3 years ago

    I've been with Schwab for decades. Unbelievable customer service, independence, on how you invest, great diversity of investments.

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    Stifel

    Stifel

    (2 reviews)

    I don't know why I haven't written this review much, much sooner, but I wish I had; I say this…read morebecause Ryan Curtis is a total superhero in our eyes. We've used him for over ten years, and because of him, we can sleep at night knowing we'll be more than just okay in our retirement - to the point where we may even be able to leave our children something. Ryan is brilliant at what he does, and we've made consistent, significant, year over year financial gains, despite the volatile markets. He is also super kind, non-judgemental and extremely professional. I consider calling him back, when he reached out to us a long time ago, as one of the best, most important actions I've ever taken.

    I've let Ryan Curtis know how much my wife and I have been impressed by his level of service in all…read moreareas financial and to our benefit. This is an understatement, but nonetheless, I wanted to at least mention it. We are so appreciative for have the opportunity of working with Ryan because of his integrity, which for us what the most important aspect of entrusting him to help us move forward and work toward our financial goals. It's great having Ryan at Stifel with all the products and services available to evaluate and choose from based on his expert analyses and evaluations of our choices. Plus, Ryan's presentations of our choices have been excellent because they are practical and readily understandable. This has greatly helped us make, hopefully, wise decisions. So far, that has been the case. We've engaged Ryan for 401/457 account management; after tax investments in bonds, business development corporations, and classes of funds through large financial institutions, such as Nuveen and Franklin Templeton; life insurance policies tailored to perfectly to our needs; and most importantly, a continuously high level of service for financial analyses and recommendations. Most recently, Ryan recommended we get a quote for refinancing through Stifel Bank and Trust. We did and we compared the quote to another local broker's offer and Stifel's product was the better value, and not just by a little bit--the other broker did not come close to what Stifel offered us and told us we should go with Stifel. Because of Ryan's proficiencies on the products and services his company offers, he could readily refer us to the right people within Stifel for our refinance. Needless to say, my wife and I have recommended Ryan for his integrity and financial expertise to family members, friends, and work colleagues. Of the people who followed up, we've heard only good things about Ryan and his high level of service and appreciation for honest and straight forward financial analyses catered to individual needs and circumstances. My wife and I highly recommend Ryan Curtis.

    Merrill Lynch

    Merrill Lynch

    (6 reviews)

    I am not one who usually leaves a review, but my experience was such, that I felt the need to open…read morean account and share my experience with others, knowing Elena's care will extend to others, too. I recently worked with Elena Stanley to help manage an inheritance I received. While I wouldn't consider myself a highly knowledgeable investor, Elena took the time to thoroughly educate me on my options and guide me toward a strategy aligned with my age and risk tolerance. I truly appreciate her calm, patient approach. She has a natural ability to teach and explain complex concepts in a way that made me feel confident and comfortable investing my inheritance. Elena also provides consistent touchpoints throughout the year, which gives me reassurance and confidence that I'm on track to achieve my goals. I'm very grateful for her guidance and support.

    My husband and I worked with Elena Stanley to get a clear picture of our personal and business…read moreaccounts. Through the financial plan we created we have confidence in our ability to save and invest to meet our future goals. One of our top priorities is saving for our young children's education, she explained the benefits of a 529 and is helping us save in the most tax efficient way for this future expense. She was also able to help us consolidate old 401k's from previous employers. Elena was patient, knowledgeable and trustworthy. The office also has convenient parking for clients in the heart of downtown SLO

    Charles Schwab - investing - Updated July 2026

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