This review is for the banking portion of Schwab generally and not for this branch, though this…read morewill be my "local" if I ever need to do anything in a brick and mortar CS outpost while I'm at home. I just opened my Schwab accounts so this review might be a bit premature, but after my customer service experiences with Schwab so far I felt compelled to write a review. Their customer service is awesome. I've used the live chat and the phone. I've had almost no wait with either service (1 to 2 minutes for chat, none for phone) and always spoke to a live person, not a machine. All the CS reps I've spoken to have been uncommonly friendly and warm. My needs and questions were taken care of immediately and I've been more than satisfied with the outcomes of these interactions. Besides the customer service, the reimbursement of ATM fees, the ability to use any ATM without being charged by my bank (especially overseas), and no foreign transaction fees are huge for me since I do a lot of traveling. It's also very cool that it's an interest-yielding checking account, meaning your balance is earning interest instead of just sitting there twiddling its thumbs. (The "High Yield" might be a misnomer, though.) And no minimum balance or monthly service fees are right up my alley. All in all I'm extremely satisfied with my Schwab experiences. I'll update this review if that changes.

Awful experience trying to open an account at Tysons Schwab office!!!! Customer service is my top…read moreconsideration when deciding where to transfer my funds. I've give Schwab multiple chances over the years, phone customer service is useless, so I decided to walk into the actual brick and mortar and out of 21 business cards of displayed cards of their in-house professionals not a single one was available to have a conversation with me to discuss my options and to help me!!! The receptionist offered for me to stand at the counter and open an account online, but a further discussion had to be by appointment only. No walk ins are accepted here at all. The two guys at reception had very low attention span and kept asking the same questions over and over without listening to my answers. How on earth does Schwab stay in business??

Must say the most responsive company that I have yet to deal with. Communication is top notch , I…read morewould recommend to anyone who is looking for a reliable , trust worthy company to handle your financial needs. Guys thanks again for all the help and look forward to the future!!

David has been our well management advisor for over 15 year now. He is always there for us to give…read moreexcellent advice. He really cares about his clients.

donot invest with this company. In my opinion they pretty much steal your money. They talked my…read morefather into investing money and he lost almost 50-60%. When the market indexes (dow jones and SP ) went up, these guys kept loosing. Whether the markey was going up or down, they kept loosing money every month. Donot invest with these guys unless you want to loose your money. If you want I can even share you my monthly statements. After all this they have the nerve to call me and offer a free seminar about their investment.

I had a good experience here today. I don't bank at Fidelity, but a relative does, and I stopped…read moreby to show a notarized power of attorney and to get set up as POA on that relative's account. The professionals at the branch were friendly and went the extra mile to make the process easier for me, while simultaneously limiting my access to the account owner's information until they could verify my POA is legal and otherwise legitimate. At the same time, I noticed there were three or four other older patrons seeking help with resetting passwords and transferring money -- all things these patrons could easily do online or by phone. Nevertheless, the professionals at Fidelity were patient with each of these persons, and went through pains to teach them how to avail themselves of online services while simultaneously processing the requested transactions. Sometimes all one needs is patient instruction to learn the easier way.... Anyway: I had a very different experience and recommend you give this branch a shot.

Their advice cost me thousands of dollars. They only recommended options such as annuities, bond…read morefunds, and a Fidelity professionally managed account.

Working with a financial professional is a deeply personal issue for me, so when a close family…read morefriend recommended Josh Gonzalez, I was relieved to meet someone that was vetted by someone I trusted. One of the things I was most impressed with about Josh was that he says what he's going to do and then he does it. He arrived at my house on time and looking sharp. The presentation he made was straightforward and convincing. I had a 401(k) account with a previous employer that Josh worked with me to rollover to a Traditional IRA. Now my money is being watched by someone who is conscious of my goals and lifestyle. It felt great to be involved in the decision-making process. I'm confident my nest egg is secure. One thing I had never considered was the tax-diversification benefits of cash value life insurance and the other benefits of term insurance. We were able to find the right balance of each for my situation. Josh represents himself and his company, New York Life, very well.

I am very happy to have been introduced to Josh by a family member. The insight and advice he…read moreshared with me was invaluable. After a few consultations, one in his office and two in my house, we implemented solutions for life insurance and retirement. Josh took a collaborative approach; we exchanged several emails back and forth throughout the entire process. I was involved every step of the way; I always knew what was going on and what the next steps were. One of the most impressive practices was Josh's methodical/deliberate approach. His process was exhaustive. Since I put the financial plan in place, Josh meets with me every 6 months for a check-up/review.

Great opportunity to learn how to take your income to the next level... the instructors are…read moreextremely knowledgeable and experienced and the software is super user-friendly. I'm convinced that anyone interested and invested can learn and be successful here!

I got in contact with Jessica Simonetti via email and she quickly gave me my refund as i had…read morerequested. Working with her was very plesant. I appreciate the quick follow up and resolution to this matter.

CB Investment Management takes a superior approach in which greater returns are achieved while…read moresimultaneously taking on less risk than conventional methods. They have been a trusted partner and a wonderful resource through these volatile and changing times. We are very happy (and relieved) to have Chris Belchamber managing our investment portfolio.

From the owner: Investment Management By shifting away from stable…read moreequilibrium models to cycle theory, I believe there is a consistent improvement in return-for-risk results. Demonstrating that exceptionally good return-to-risk results can be achieved is a relentless focus, taking investment techniques far beyond static allocations to extensively tested Cycle Dynamic and Macro Economic Models. This approach is CB Investment Managements Cycle Dynamics Investment Strategy. Financial Planning Empowering investors with a deeper understanding of the key factors determining their long term prosperity and how to prioritize between different needs, wants, and wishes over time is key to a good Financial Plan. Your current well-being and your long-term enjoyment during retirement are dependent on your ability to make well-considered financial decisions during good markets and bad. CB Investment Management will work with you to create a plan to help you identify all of your unique goals. Market Insights Extensive comment, insight, and updates are provided, daily and weekly. Clients choose their level of engagement and information. The weekly email to clients updates strategy, and highlights changes in portfolio allocation usually with an explanation and additional research. The weekly blog provides the latest key information on markets and the economy. There are also regular updates on LinkedIn, Twitter and Facebook.