Andrew Weltz and his team at Charles Schwab are outstanding financial advisors. They advise, help…read moreset goals, and watch closely your investments. Communication and quarterly reports along with their mobile App make this firm outstanding. You get the same or better service from Charles Schwab than any other advisor service out there.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Don't use Charles Schwab stock investing, I have margin account and had a margin call, Schwab…read morenotified me by mail about the margin call which arrived three days after they sold my stock shares. I had money in my bank account to cover the margin call. These people are half wits. There is a message system they could use which is what TD Ameritrade used before Schwab bought them out. Boycott Charles Schwab.

I am compelled to write this company is phenomenal. They are caring, intelligent, and work well…read morewith their clients. Trustworthy and supporting.

GREAT financial counseling here! Yes, they charge fees, but the knowledge that they're taking care…read moreof your investments in the best possible way is a HUGE anxiety reducer! And they're FIDUCIARY!!!

From the owner: Financial Planning, Wealth Management, RIA, Registered Investment Advisor, Peace Of Mind, Certified…read moreFinancial Planner, CFP

So unprofessional over the phone. Take the gum or candy out of your mouth before talking to clients…read moreplease. I'll try again later. Maybe the girl will be done with her lunch by then.

I would like to recommend Bill as a knowledgeable, caring and price conscious insurance specialist…read morewho helped our family as well as many of our friends to determine the best insurance plans for their needs.

I found out about Alternative Benefits from my neighbors who have known Bill since he was in middle…read moreschool, and in the process I discovered that he is the go-to insurance man for almost everyone I know. When you go out in public with Bill to eat it usually takes over an hour for him to be able to leave, again, because he seems to know everyone everywhere we may happen to go. It all comes down to knowing the market and what choices are available, which in my experience most others do not present to their clients in such clear and concise ways to help us to make the best possible choices. Bill is not only my insurance specialist, he is my friend and I could not give a stronger recommendation.