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    Charles Schwab

    5.0 (1 review)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    1 year ago

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    Edelman Financial Engines

    Edelman Financial Engines

    (1 review)

    I have to say. I had a conversation with one financial advisor as it is part of them working with…read moreVanguard, however I said I had a few questions about the trust I had so they said we have a perfect guy to answer all your questions. When I got on the call to ask my questions, he started the conversation and said are you willing to pay us 1.7% for all your assets cause we are a for profit company. His name was Ben Neubauer and he was not only aggressive but he was also very rude. I said, I apologize as this was set up for questions, maybe they should have explained to me what this call was for. He said I would be happy to talk to you but we would need to discuss you paying us. I said, well even if I wanted to pay you, this conversation seemed so rude, there is a human element to how I would expect to be treated to pay someone for anything. Then I bid him a great day. I would never hire this company!!!!!!!

    From the owner: The further you go in your financial life, the more complex it becomes. That's why you need a…read morepartner who can help you plot a course. The Edelman Financial Engines office in Alpharetta is here for you, serving the northern region of metro Atlanta. Whether you're accumulating wealth, transitioning into retirement or strengthening your legacy, your financial planner is by your side along the way. From tax planning to estate planning, your planner can also tap into our in-house experts for an extra layer of financial planning insight as well as our client service associates who can provide you with additional resources and support.

    Charles Schwab - investing - Updated May 2026

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