When my husband and I began investing with Mary Murphy at Schwab 13 years ago, we had already been…read moreburned by two financial advisors. We aren't wealthy, so every penny matters. She has gone above and beyond, and retirement is now a possibility. Our investments are so well managed that we consistently exceed benchmarks. She always considers our goals, risk tolerance, and concerns about taxes. She even keeps me out of investments in fossil fuels and armaments. She connected us to an expert in Social Security who helped us get benefits we would otherwise have lost. Customer service is outstanding. The icing on the cake is the Schwab credit card that's tops for international travel, which I can now afford to do.

Top notch all the way! I've been very pleased with the personal service and professional advice…read moreI've received from Mary Murphy at this Schwab office . My questions are answered thoroughly and she offers sound advice time after time. I've met and talked with a number of people at educational programs held at this Schwab office and what resonates time and again is Mary's wealth of knowledge and her drive and very real desire to help ALL her clients not just high wealth ones.

Horrible to no customer service. They won't answer the phone. they don't do return calls after on…read morehold over 45 min. Will be moving my accounts I can't do this anymore

This review is regarding my dealings with Fidelity Investments Nationwide customer service…read more Normally, their service is excellent (5 stars). But not for this. I called and asked them to block a large funds transfer to a domestic bank. Customer service told me how to block it, by stopping all outgoing transfers for the account, on their app. I did this, and they replied the block was in place, no outgoing funds transfer could be made. The next morning, I discovered the (large $ amount) outgoing transfer WAS made. I called, and was told that SOME kinds of transfers cannot be blocked, like this Direct Debit. WOWWW!!! Now, I'm at the mercy of the receiving bank to do all account setups correctly, on their side; IDK if they are competent enough to accomplish this. I REALLY WISH I HAD KNOWN ABOUT THIS AHEAD OF TIME!! Now, YOU do.