I recently needed to get something notarized and was dreading the trip to my bank (one of the "big…read morebox banks") that would probably eat up hours of my day. One suggestion came up that I should try calling Schwab to see if they offer the service, and they do!! Called ahead and Cooper told me that both persons manning the desk had the ability to notarize documents, no appointments needed. Later in the day, I made my way over to Schwab. The SouthPark location is super convenient, they have their own, dedicated parking lot that was easy to get in and out of. The counter is shared with TD Ameritrade, so once you figured out which side of the main desk to go to, it was a breeze. Cooper looked like he just came back from lunch, or a break but he remembered my voice from my phone query and we got to notarizing (with valid ID and documentation of course!) There was no line and the whole thing probably took 15min (I spent more time driving to the location I bet). Of course, I was only notarizing two documents (total of 6-8 pages of information for my professional engineering license... so I'm sure you need to allot for more time if you have a lot of paperwork to go through and review). It also helps that I am a Schwab account holder. Overall it was a great experience, and I need to think of them more often when I need to do "official business things" or in need of a notary.

I visited the location in South Park. I had something minor and was anticipating a terrible…read moreexperience but was so pleased by the excellent customer service. There is lots of parking available.

Today Lori and I turn the corner on our journey together. Much of this time we have created,…read morenurtured, loved, and relied upon Zoë Wealth Management--my dream of owning my own firm in a profession I chose 22 years ago. Now it is time to say goodbye. Last month I sold the assets of Zoë to another firm. Within the pages of my website (www.zoewealth.com) I've laid bare my POV in areas pertaining to life and how to use finances to enjoy it more fully. Life's for Living, afterall! Within hours the website will expire. I encourage you to go there and ponder if by adjusting here or there things might brighten for you, too. People ask, "What's next, Peter?" I don't know. However, I discovered when one dares to dream sometimes dreams come true--you go over the rainbow. And that's where you'll find me, high above the chimney tops where troubles melt like lemon drops. I say Live Now--while it's called Today--and be prudent about the future. Life's for Living! Give it a whirl--Peter PS: the site is now closed.

I couldn't even get to the part of hiring this guy, because I found them so hugely unprofessional…read moreand immature. When I inquired, they sent me a returned email that Debbie was going to return my call to set up an appointment for the following week. She never did. Instead, I had to call back and inquire a second time. There wasn't an apology for my inconvenience or anything to that affect. I was just sort of treated like "next". I didn't like that. I decided to go with a different firm, but I sent this guy a tasteful email detailing why I had chosen not to do business with him. He replied, "When I need someone to tell me how to run my firm, I will call you." I guess a law degree doesn't require maturity.

I hired Mr. Bochiccio for a Chapter 13 bankruptcy case. He sent several emails that never fully…read moreaddressed my questions. I would ask detailed questions. I wondered why pertinent information was not listed in my trustee plan. 'Don't worry about it' he would say. 'Probably takes time for everything to be included'. He had an answer for everything. Imagine my surprise when my car was repossessed late in the evening!!!! The whole point of filing Chapter 13 was to protect my property! When I attempted to regain possession of my vehicle, Mr. Boccichio gave me lots of reasons why I could never get my car back. Finally, I sought another attorney's opinion. She gave me more information in thirty minutes than I received in 6 months with Mr. Bochiccio. When I questioned him about his practices, providing the information just obtained from the other attorney, he said 'if you like her so much, you can use her!' He followed that up with an email that stated simply 'DO NOT EVER CONTACT ME AGAIN' Kinda surprised me after paying this guy $2000 bucks.

Jeff is very knowledgeable and detailed! He has a keen sense of the business of college and all…read morethings financial to help people know how to best invest their money. His team members are strong and responsive. My husband and I are so happy we met him. We met him when our oldest was a junior in high school, which was a little late...Jeff and his team jumped right on it and helped us navigate the whole thing! They are still following my son's progress as he is now a sophomore in college. They will start meeting with our other son this year, as a freshman in high school.

We were late to the game on getting started with figuring out a financial plan for college for my…read moredaughter. Jeff and his team jumped into action and completely put our minds at ease. My daughter is leaving next week to go play soccer for a D2 school in NC and she couldn't be more excited. Jeff and his staff are incredibly knowledgeable and organized. They make sure to keep you, as well as your student up to date with any upcoming deadlines and items that need to be completed. That part was crucial for us! I was impressed with their services and would recommend meeting with them for a consultation!

This MORONS, ARE A SCAM! Get to presentation on time, made us wait! The whole grp of guest walks…read moreto the back private room, when asked. A 20 yr old kid, and he admits he has bad eyesight goes thru guest list. Can't find my name, asked us to wait in heat outside - I looked at guest list, it was handwritten, with bad penmanship (NO WONDER HE COULDN'T SEE MY NAME!) I had CONFIRMED THE DAY BEFORE. He asked if I received a text with confirmation. NEVER RECEIVED THE TEXT WITH CONFIRMATION #. When I got home, I saw an email from them sent after 3:30 p.m. same day. I was suppose to confirm again? Many of the guest were complaining about assigned seating, as well! GLAD i WALKED OUT! My neighbor attended, she said it was more like a PYRAMID SCHEME! STAY AWAY FROM THIS MORON SCAM ARTIST!

Very helpful in investing for retirement and future. Great communication and helpful advice and…read moreinsights.

Stay FAR AWAY From this business. This is a FRAUDLENT business. They are the top gas lighter in…read morethis city. They had MY tax information for OVER 8 MONTHS. Didn't DO ANYTHING just lies and yet I am still waiting for the magic of their work to be fulfilled. Services started back in September 2025 and its now March 2026 and NOTHING has been processed. But he collected my money over $3,165 Every month its consistent make-believe updates about my taxes and case. Every month I have to be the proactive one to ask about my status. This company takes zero responsibility or accountability for their actions. Very unorganized and promises the world of what they will do for you. But this company surely can't be trusted. I have over 8 months of evidence and I plan to conduct further legal matters with this case. Because not only do they have my personal information I am uncertain what they would do with it. I know have zero trust for this company and neither should you. I don't ever want anyone to go through this. You have been fully warned.

From the owner: We are the primary firm that will handle all your financial planning needs, including taxes,…read moreinsurance, and wealth management. We work with assets ranging from 5k to 10MM. We have a vast network. We also work with seniors and Medicare-eligible clients. We work with those who need ACA medical assistance, Entrepreneurial Development, and Legacy Empowerment. We also offer a network for pet insurance.