Linda and Gilbert understand real people who've worked hard for their money. I enjoy hanging out,…read moresitting down, going over strategies, what ifs. Then making a few decisions, and always leaving feeling like I hang out with some pretty smart people.

John is a good listener and understands my finances. We visit weekly to go over strategies as this…read moremarket is ever changing. He is a hard worker and I believe he is quite knowledgeable of the financial market. He has assisted me with having gains to my account in the past 2 years. There are some setbacks in the craziness of the market, but John watches these trends and has some great advice for me. I am a beginner in the market, but he will put you at ease and explain or answer any of your questions. John and Gilbert will make you feel comfortable about initially investing. You will feel like you have made a new friend from the moment you meet both of them. Now, let's go make some money!

Ernest Martinez has been a life saver. He was able to track down all of my portfolios from various…read morejob 401ks that had been stagnant out there for the past two decades and consolidated them into one high risk IRA. I have another 20 years to go so I was confident in a higher risk investment. He carefully explained all of the ins and outs of investing and helped me with a recent life change. I feel so much more at ease right now. I will ride out the stock market and watch my gains increase in the long run. He is easily accessible and understands the needs of working people like me. You don't need to start off with a lot of money. He will help you understand your budget and financial needs with charts and trends. I highly recommend Ernest!

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.

Gina Hughes really helped me set up a plan for my household. She took the time to listen to what…read moreour goals were and she helped layout a roadmap for our family's financial success!

Emory Jones helped consolidate all of my plans that had with previous 401k's and some other…read moreinvestments I had. He really did a great job of interviewing me to understand what my goals were and are and it helped him make great recommendations that were right for me. I truly appreciated his patience in explaining everything. He has a great demeanor and his employees are very sweet and gracious. He has done well for me! I definitely recommend him.

We wanted to take a moment to share our sincere gratitude and enthusiastic compliments for Dillon…read moreMcElroy's exceptional project management and maintenance work on the turn‑around of our property at 3633 Candlebrook Lane. Dillon has been phenomenal. His communication, clarity, and follow‑through were consistently excellent. He is incredibly customer‑focused, proactive, and truly goes above and beyond in every aspect of his work. Throughout the entire process, we felt fully informed--whether it was timelines, progress updates, or unexpected issues that came up. Any time we reached out, Dillon responded quickly, professionally, and with genuine care. Honestly, this has been the best turn‑around manager experience we've ever had. Dillon is an outstanding maintenance manager, and we wanted to make sure his exceptional performance and dedication were recognized. We are extremely satisfied and deeply appreciative of the work he put into bringing this property back to life.

The property management team is beyond horrible. My tenant had moved out and they didn't alert me-…read morethen they said they'd be able to fill it within the month. Four months later it was still vacant due to negligence on their responsibilities and I fired them. Cloverleaf PM has been so much better!

Rating on investment is a 5. Assistance in office and 24 hour representatives I give a zero.i…read morecalled the 24 hour representative number When I wanted to cash in my mother's shares .I would get different answer from different specialist when I called. . I needed to make a name change as she remarried . I was told I had to drive to Houston (3 hours away) to make my mother's name change, and bring her marriage license and her financial power of attorney as I had to start managing finances. In Houston 1 person was in the office. I gave him all the documents , he photocopied them but seemed a bit distracted talking to someone who was not a client and came to visit. He gave us a paper that needed to be notarized and gave us directions for a mailing, packaging center that had a notary public. I asked wasn't this something that could be done in office. He said it was a Friday and he was the only one in that day and was not a notary, which Schwab should have taken the time to make him one if he was going to be alone in the office . The office was very large so I can't imagine everyone took the day off at the same time but yes they did. Later on I sold shares and asked for the check to be mailed as I could not transfer it to her bank as it was not listed as a choice. No representative could figure out why OR talked to any supervisor to have their IT people look into it. I needed the money to pay her rent, a representative told me he could overnight the check even though it was a Friday. The next day check did not arrive, Monday it did not arrive. Finally Tuesday it arrived but with the wrong name ( we did make the name change). Of course the bank would not accept the check as her first name was the only match to her account.When I called the representative number they did not have the necessary paperwork for the name change... thanks Houston office that's why I drove 3 hours. I mailed in the information ( again) and turn around was 14 days. By that time I took money out of my personal account to cover her rent. The rep told me they would put a stop payment on the check with the wrong name. I went into the office thinking in person would help with this transaction. The man who assisted me was very courteous but said the amount he saw in the computer was not the same i quoted as her available monies for withdrawal. He said it showed money was taken out, the exact same amount as the wrong name check with the stop payment I received. I told him there was a stop payment which he did not see because the previous rep did not enter the phone call details I imagine.Luckily the check was in my wallet to show it had never been cashed otherwise she would have been out of $7,000 dollars. This front desk gentleman told me he could do a wire transfer which I agreed to. He kept telling me he wasn't familiar with the form and possibly it was not the correct form to use and wasn't sure if the transaction would go through. Again no one in the office to assist him with this question. At this time I felt this was a ploy from Schwab to keep me from getting the money for my mother, because so many wrong answers , poor attention to detail, personnel not knowing the correct form to use .. it was so frustrating!!! I did finally transfer money into another bank account of hers that was listed in the site . The rest Of her money still is in Charles Schwab because now I will just transfer it into another bank account then transfer again into the correct bank. So it seems everything is fine until you want to sell shares and get money.

I have been a Charles Schwab customer for decades. They make it simple to build up your savings and…read moreindependence with minimal overhead expenses. Opening an account at Schwab is a good step towards financial freedom.

Took my elderly mother into this location so we could get my name on her accounts since she is not…read morecapable of managing her finances. Spent well over an hour signing mountains of paperwork. I presented my POA's and we told them we wanted all 4 of her accounts consolidated into as few as possible. I received statements for four accounts recently so I called and they told me I was not on two of her accounts and they had not consolidated accounts and I had to physically take my mom into the location AGAIN. My mother is in assisted living and uses a walker.

Good and bad. I have had an investment account with them for years. Only had one problem in…read moretransferring a Mutual fund from a bank over to them. Finally had to cancel the transaction. Then after a year tried again and it went threw in days. crazy. Don't listen to all the bad reviews here.. Fee's are low to non existent. Hopefully I will never have to go back to a brick and mortar bank again.

Before I do business with anyone I like to see how interested they are in my needs. I called and…read moreschedule an appointment to have them help me with a small retirement account. I purposely told them the account was less than $100,000 to see how I would be handled. I was scheduled 2.5 weeks out and felt that $100,000 was not enough to get their attention. During the initial call the rep was not very engaging or interested . . I thought let me give them one more shot. I cancel my appointment and NOPE not one follow up call or email. So obviously, this place is only looking for big fish . . . how can I rely on someone to take care of my dollars when they don't' care to handle my pennies? Lesson . . don't judge a guy in cargo shorts and t-shirt, I am willing to bet many of them make and have way more money than guys rolling in leased Mercedes and in debt to their eyeballs. Flipside, they might be AWESOME for clients with a huge portfolio, but they will never get to see what I was willing to bring. BTW ,DO NOT CONTACT me for follow up.

From the owner: Since 1984, Kercheville & Company--an independent investment securities broker/dealer in San…read moreAntonio, TX--has been providing professional brokerage services and tailored investment strategies to individuals, families, charities, and business enterprises in Texas and across the nation. Kercheville & Company offers a fully-integrated suite of investment products and wealth-management services with a level of personalized attention rarely found at Wall-Street firms or large banks.

I had been a client of this firm since 2018 and had positive experiences, but this recent tax…read moreseason changed my opinion sadly. Communication was inconsistent, and I repeatedly had to follow up for updates. The most serious issue involved an admitted oversight related to projected tax liability for 2026 (something I didn't ask for), which has caused hours dealing with the IRS and a moderate amount of stress. What left the worst impression was the response afterward. Rather than taking meaningful accountability for communication failures and oversight, the focus was placed on defending the return's technical accuracy and justifying the fee. The small "goodwill adjustment" offered felt dismissive given the amount of time and frustration involved. Accuracy is expected from a paid tax professional. Communication, attention to detail, and client support are what separate a quality firm, and unfortunately this experience fell short in those areas.

Didn't callback even after three attempt. Guess busy and not taking on new clients…read more I am sure they are good but needed someone now to help with quarterly taxes