Russ went above and beyond in helping me. He is sharp as a tack, organized and really knows his…read morestuff. I highly recommend him.

Russ is incredible. Not sure I can put it into words. If you have the opportunity, hands down you…read moreshould work with him!! Russ, thank you for all of your help!

Yesterday I walked in and made an appointment with Chris Metzger for this morning at 9am. The staff…read moreSina at the front desk was nice and friendly. I know I supposed to talk to a Chris something but I just could not remember the last name. Sina helped me to figure that out which was good. My appointment with Chris Metzger was this morning. Upon walking in, Chris was already walking out of his office and greeted me. I have never meet him before, I guess he figured out I would be his first client he was seeing this early cold morning. I have been procrastinating to come to Charles Schwab. Not like Charles Schwab is bad, in fact I heard good things about Charles Schwab and particularly this branch. Chris was the one I should see to get help, so I was told. I am just clueless about anything investment and to me, that's like Greek to me and I have no idea and no interest in that "language". Then again I have to do what I need to do. That's life, isn't it? Chris led me to his office and I was dreading this session. I thought it was going to be a painful and boring morning for me. Turned out, it was not too bad at all. I am pretty sure Chris' personality and approach helped. He was cheery, helpful and extremely patient with me. And yes, I told him I am clueless about anything that has to do with investing and I really was not looking forward to my session with him. No, I did not say it in a mean way. I actually put it across very pleasantly. Please, I do have my manners ;-) He set up a Charles Schwab account for me, went through and explained some materials and did not make anything too complicated for me. Chris also told me I could contact him anytime if I have any questions. At the end of the session, I supposed to provide him some information and I told him I could drop by before the end of the day to pass it to him. While driving in the crazy Friday rush hour traffic, Chris called and informed me he was about to go into a meeting. I told him no problem, I would leave the information at the front desk for him. I am definitely happy to recommend Chris Metzger to anyone who is interested in investment services at Charles Schwab.

They have no regard for their customers. I had 10 short calls in the money, 5 short puts that were…read morein the money and 300 shares long of the underlying. About 30 minutes before options expiration, I logged into my accout to close out 5 of the short calls (I really only needed to close out 2 but I didnt want all of my shares called away), I put in a limit order to close out 5 of the calls, and was waiting for it to execute . It would have executed but somebody at Schwab logged into my account, cancelled my order and put a market order to close out all 10 in the money short calls. Their order got executed at a terrible price. They also closed out the 5 put options with a market order and the trade went through at a horrendous price. I ended up paying $2k in time premiums that would have disappeared in 20 minutes. They literally threw $2k of my money away. They could have placed limit orders and at least try to get me a decent price. What infuriates me was I was logged into my account and I was closing things out and they cancelled my order. They could have at least called or texted me but they did not. They also closed out some short put options on a different security that was 10 points out of the money and expiring in 20 minutes. Absolutely no reason to close out short options that are expiring in 20 minutes. They have no regard for their customers money.

FFC trading is very thorough and easy to understand. The trainers are very approachable and…read morerelatable. Live trading is one of my favorites. You are able to talk through your thought process and understand the thoughts of others. In just 3 months I have been making money consistently through Forex trading.

This most simplistic education out there! The Financial Freedom Club is the Real Deal!read more

I had a quick consultation but I felt heard, respected and understood. It's a kinda though time for…read moreme and I felt nothing but respected on the call.

From the owner: What sets our business apart is our unwavering commitment to helping individuals reclaim funds that…read moreare rightfully theirs. Unlike traditional financial services, we focus solely on identifying and securing money owed to hardworking professionals, ensuring swift and efficient delivery of funds without the burden of loans or grants. Our dedicated team combines expertise with personalized service, making the process seamless and stress-free. We pride ourselves on transparency, integrity, and a relentless pursuit of your financial rights.

Amanda makes selling settlement payments so easy. Very knowledgeable and responsive. Highly…read morerecommend!

Enjoyed working with Fairfield. The account manager was very knowledgeable and helped me through…read morethe process. Unfortunately, it was a long process due to the local court system, however Fairfield did all they could to move it along quickly. I am happy that I now have my house. Definately would recommend

Thank you so very much! I must express that this is the quickest and most efficient and…read moreinformative response I have ever received from an HOA! Happy Holidays to you and your family

From the owner: OneWealth, LLC is a business consulting group offering Registered Agent Services including business…read moreorganization, business filings, lending and finance advising, record keeping and retention, and other general business advice. OneWealth, LLC is a part of the OneWealth family of companies providing a comprehensive suite of financial, advisory, and management services to business owners, individuals, and families. The OneWealth family of companies includes a Business Advisory Practice, Registered Investment Advisor, Accounting and Tax practice, Real Estate Brokerage, Independent Insurance Broker, and Independent Mortgage Broker.

Through a family referral, I was introduced to Teresa, who is now my amazing Financial Planner. I…read morecan not be happier with her engagement, extensive knowledge, insight, suggestive guidance & overall support for my investing & saving journey. Great collaboration as she shared her expertise & knowledge while cultivating a lasting & successful relationship. The metrics are different for every individual & I felt comfortable in stating my objectives & looking forward to the plan of action that Teresa laid out for me and working towards getting the results I'm seeking.

Is anyone else being affected by the fraud that Fidelity Investments is doing by not giving…read morecustomers their hard money back. They are holding people's money for 16 business days because some people in the country have been depositing checks they didn't clear. I have nothing to do with that. I want my money now, and I have offered to provide proof to them that the funds have already cleared my bank account, it they don't care. They are just acting like the mafia and keeping my money for as long as they want. I hope this company goes out of business.

From the owner: We offer Portfolio reviews at no cost or obligation. Kent Balch is a licensed, Financial Planner…read more Retirement Planning, 401-k Rollovers. IRAs, Income Planning, Annuities, Institutional Mutual Funds, Life Insurance.