Their customer service is exceptional. They keep on top of your portfolio and schedule regular…read morereview and update meetings multiple times a year to make sure you are on track and to advise of other investment options that may help us reach our goals. And their response time to any question is also great.

Great information on products ! They are very knowledgeable…read more& experts on financial stuff ! Good food & Best camaraderie!

Tatiana is simply the best. Honest, supportive, direct, and accommodating. She and her staff are…read morethe real deal. Being new to town, she's not only set my partner and I up successfully, but she is a great resource for local support (CPA, contacts, and advice) Happy to have found, Thank you!!

Las Vegas financial advisor Tatiana Dudek is extremely knowledgeable and professional. She is…read morewilling to help anyone and offers free consultations. Tatiana specializes in helping her clients build wealth and provides personalized advise based on her many years of experience.

Kayla was very professional and friendly easy to talk to and the staff was awesome my wife and i…read morehad a great Experience we will use them every year!!

My elderly aunt passed away and I was named trustee of the estate. It was a complex trust with 24…read morebeneficiaries. Mr. Sherman met with me for 45 minutes or so and explained what needed to be accomplished and the best way to do it. The price he quoted me was 1/3rd of the amount quoted by a recognized accounting firm. Mr. Sherman's office completed my aunt's final tax return, calculated and mailed out all 24 1099 forms for the beneficiaries and provided copies of everything to me. He provided an audit representation guarantee that I did not need - but was good to have as an assurance. I do my own taxes using tax software, but will definitely go to Mr. Sherman when I no longer can figure it out myself - and I am reaching that point! He has competent associates in his employ and I have no complaints.

Kyle Chapman is the one gentlemen in the Wealth Management Industry that you should trust. He is…read morewell informed and up to date about all changes in the financial markets, is proven regarding all aspects of making money, eliminates unnecessary aggravation, and streamlines all mechanisms to achieve our goals. I trust his advice and his company's commitment to their clients. Go see him and start to relax about your financial freedom. Asset Preservation Wealth & Tax 901 N Green Valley Parkway Henderson, NV 89074 702-476-4300 K.S. Sun City Anthem

Kyle Chapman does not tell the truth - he's was a nice guy but he flipped attitudes when I wanted…read moreout. I asked for no Tesla stock when I signed up. I put it on a form. After seeing I had lots of Tesla Stock and the market going down I requested my large account to be cashed in for bonds or savings. I was fired. Apparently they changed their investment limit to $250K (I don't believe that) so my IRAs were dumped completely into Charles Schwab without cashing them in or selling the Tesla stock even though I paid my monthly fees. After 3 calls to them about the status of my money he said I was called numerous times and they US mailed my check. They didn't call me - TOTAL LIE. Not even a VM, missed call, or a buzz on my watch. My largest concern is not that I had Tesla stock, but that after it falls A LOT for 3 months, WHY DID I STILL HAVE OVERRATED TESLA STOCK? And to think I paid them money for that! In 1.5 years, I made just under 3% total - they made as much as me- not much! I was up more until Tesla tanked and they held it. You tell me, did they do a good job? Did they have more foresight than me? Did they follow my wishes? Beware... Maybe Tesla went up then down, but wouldn't another investment have gone up and probably not down as much?

Dealing with finances and learning about the different insurances, and future planning stuff is…read morehard. It's just something you study a ton, or hire a guy like Greg to handle for you. I chose to run with the latter, and it's been awesome. Greg has been helping me manage all kinds of stuff from my IRA, to life insurance and a few other things. He tells me what I should get, and what I should stay away from and I don't have to worry about dealing with any of it. I've recommended his services to my friends and family, and I recommend him to you too!

Called to speak with a financial advisor regarding a large estate, and was berated by Donna…read moreDalucca, who after I told her to not insult my intelligence, instead of apologizing she hung up on me. I called back to report her and speak with her supervisor and she said she could hang up on whomever she wants and that her supervisor "Greg" was not in. Donna DEMANDED my phone number, but certainly I did not feel comfortable providing it and told her for security purposes I did not want to give her my number, so she hung up on me again. Sadly, Donna does not realize that the receptionist can have a lot to do with running people away from a business and profits failing. I will research to discover what governmental entity is over Financial Consulting Agencies and file a complaint, as I was unable to conduct business due to Donna's unprofessionalism, bad attitude, her sheer rudeness and her yelling and berating me. Donna needs to learn how to treat people and a telephone etiquette course for sure!

Call just spoke to a lady who answered the phone this morning. She was super rude hung up on me…read morewithout saying bye and it was very short. I was trying to get information on if I can make an appointment to file my taxes apparently that was a lot. I seriously wanted to get my taxes done with them to try someone out new this year. Was really disappointed.

I was referred by a friend that I trust explicitly. Met with Mr. Scott Fairchild and staff. Great…read morepeople! I feel elated and satisfied with all that they do. I have also referred my stepsons, who are also very satisfied.

We have been with Charles Schwab since the 80s. Yes over 40 years. I believe that this loyalty…read morealone is a testament that I believe Charles Schwab is an amazing Company. What have I learned from Schwab over these years? First and foremost is research. Then Patience. And Finally approximately when to sell. My wife and I for many years made most of our stock choices. For the past few years, We are of an attitude that we need assistance to confirm our decisions in managing our portfolios. Our Schwab Broker of several years, Dave Humphrey made a point of knowing our investing style and offers his recommendations with justification. We both listen to each other and my wife and I feel very comfortable with Dave as a partner managing our Schwab Portfolios. Also, a sincere thank you to Alexa. She has been most helpful over these many years. She is definitely the backbone of the Henderson office. We look forward to being with Schwab and Dave for another many decades!

The staff @ the Soquel office is so helpful & courteous. I moved out of Watsonville to Norh Las…read moreVegas & needed money from my retirement account for moving expenses; This also happened when Microsoft glitch shut down many businesses & banks. Schwab couldn't do money transfers for a few days; however, the problem was fixed & the moves were paid 1/2 of the cost when they arrived to pack up the truck for Vegas. That was a relief considering I hired a moving company from North Las Vegas & the extra moving expense of 3 of them hotel, food, etc. would have been a lot. Thanks Schwab for getting me moved on time!!

We walked in on Thursday and they were very helpful. We needed to convert my elderly mother's…read morephysical stock certificates (yes, they actually still exist) and get them put into her Fidelity account. Sam came out to assist. He made copies of the certificates and told us he would call when they were ready, probably in a day. He ended up having the paperwork ready in a few hours. We returned and spent about 45 mins signing forms to complete the transaction. Sam and Caesar were very prompt and professional. Thanks to them, hopefully, we will get this sorted out in a week or so. Overall, nice office to visit for financial aid.

A friend of mine inherited an account with Fidelity. After visiting the office and asking them to…read moresell all the stocks and send him a check, they didn't do it. We made several phone calls to obtain the money and each representative asked questions about what my friend was going to do with the money. They took it upon themselves to put a lock on his money as they said there was fraud involved, that he couldn't have his own money. It was a nightmare. Finally we had Edward Jones get the money away from them. It's like they don't want to let the money go. I would never recommend this company to anyone.

So, my situation is a little different from most. My credit wasn't in shambles, and I wasn't trying…read moreto buy a house or finance a car--I was simply someone with decent credit who wanted it to be excellent. Less than a year ago, I had a collection account from a closed line of credit, a charged off credit card and a few late car payments on my report. My main concern was the collection--I honestly wasn't too worried about the other items, but Cam recommended taking a holistic approach. Instead of focusing on just one issue, he suggested addressing everything at once. Several months later, my credit reports with all three bureaus are clean and clear, with all negative items either removed or updated to positive. Whether you're working to repair bad credit or you have okay credit and want to elevate it to excellent, Cam is the person to call. It's a process, and it doesn't happen overnight--but he delivers results. I truly can't express enough how much he's done for me.

This is a follow up to my first review and I stand by it and Cam! Cam has stuck by us during the…read moredifficult time of getting a REFI going, helping us find the right people to get the loan successfully through the process from all the "gory" details of listing debts, getting the right people - in this case, Charity Maupin senior loan advisor of New American Loans, to take this somewhat difficult ReFi across the finish line to the Signing yesterday. Cam made it a point to be there to introduce himself and to watch over the proceedings. If you have credit issues, Call Cam!

After a horrible experience with our previous financial advisor my husband and I were very…read moreconcerned about trusting someone with our investments again. Darla has proven that there are good people out there. She is as genuine as they come. She has her clients best interest in mind at all times. She goes out of her way to make sure you understand all your investment choices and feel comfortable with those choices. She has the patience of a saint and will listen to any concerns you might have. We can honestly say we would recommend her to any of our friends and family without reservations.

Darla was an amazing help. Her intentions are genuine and to truly help people in their best…read moreinterest. Very friendly and a great listener and gives the best honest advice. Thank you so much.