The incredible quality of customer service at this office is amazing. I worked with Tayona, who is…read morepleasant, patient, and highly knowledgeable. Ten stars!

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

Terrific company...excellent local service....good place to park your investments !…read more Super helpful staff....especially Amy out front who was incredible in assisting me in the seemingly impossible task of transferring my merrill accounts to schwab. Which BTW...how does ML get away with their pricing ???

Charles Schwab is an excellent financial institution that truly cares about their clients, they…read moreoffer services ranging from banking, brokerage, retirement, home loans and more! The firm does its best to try to avoid charging clients which means no account opening fees, no stop payment fees, free checks and more. This is an institution that I recommend to everyone!

Rob is a great advior. He worked with my parents and I trust him with all of my investments. I do…read morenot make any major financial decisions without consulting him first.

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.

My company is SF EUROPEAN. I have Nextgear capital for the…read morepast year and half and they have been alright till recently when they obviously have no area rep. for San Francisco for dealers who are flooring their cars with them. Kari Sloan's comment to me when I asked via text why they can not deliver proper service to people who are keeping their end of the bargain and find proper help was: "If you are unable to wait for us to find a new rep for the San Francisco market, we would hate to lose your business, but we understand" ? These guys are ruthless, I do not like them. After selling my current inventory, I am not going to purchase any more cars and will pay them off and will be done with them. I have paid them tens of thousands and just dont give 2 sh-ts. Horrible, appalling, rude and entitled. This is how companies go out of business, stupid recless management of their portfolio clients. I guess this company is next on biting the dust.

Not Customer service oriented at all. All these guys care is money. had them for years now along…read moretheir competitor AFC and I've been able to see the huge difference. If you want the personal customer service, you won't find it here, not even from your rep (if they even answer their phone when you need them) NOT RECOMENDED.

This is an inept off of kids who talk a big talk, push paper, and are babysat by an office manager…read morewho is in. I ways helpful. Every time you go in, they tell you to wait another week, for transactions to clear. After waiting from the beginner he end of the month and still no transaction , the claim they only file papers and all actual interactions need to be done on-line of via the phone. HEY FIDELITY, if you want to sale some money , fire all these people just sitting around with AI. It will be more effective for your customers and you can pass the savings on to your customers,

Not terribly impressed with the face-to-face customer service here. I had a better experience…read morecalling the 1-800 line and getting thorough explanations. I think there's a lot Fidelity can do to be more client friendly. I don't think they "care" unless you've got beaucoup dollars. So until I have more than $250k or so I seem to not matter. I've currently consolidated all of my accounts with Fidelity, since my employer's 401k management is through them. But, I've been way more impressed just meeting with folks from Edward Jones to Merrill Lynch.

We are fairly new with Lewis Wealth Management, but we are totally satisfied with our service. We…read moreare out-of-state but Kevin still schedules our meetings with him around our schedule. He answers our phone messages almost immediately. He is always available and patient when explaining complex financial material to us. We like him very much.

From the owner: Call today to schedule a free, no-obligation, financial consultation at (317) 503-3680. read more