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    Charles Schwab

    3.5 (6 reviews)
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    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    4 years ago

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    8 years ago

    Schwab is great. Very friendly and easy to work with. Brokers understand my financial needs and ensure my portfolio matches my goals

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    8 years ago

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    District Financial Planning

    District Financial Planning

    (14 reviews)

    I'm a pretty financially savvy person, but I don't have the training to dig through technical fine…read moreprint and make the best decisions. I also don't want my life revolving around interest rates and tax brackets. To live my life, I needed a money guy. A guy for stuff like this. Jeff is my guy. Like many people, I had an endless list of complex calculations. Which investments should I make? Which loans are sensible to pay off and when? How can I reduce my tax burden? Which of the many available plans should I be using to save for retirement? Jeff has been prompt, efficient, and (useful for busy professionals) very easy to work with. I've been able to schedule meetings at my convenience, either at his location, in places chosen by me, or over the phone. His fee is extremely reasonable, pays for itself, and is more than worth the sense of financial security which puts my mind at ease. Now when my employer hands me a stack of fine print on investment and retirement options, I don't panic. When I think I should be investing in something, I don't worry. I have a guy for this. And knowing that has been worth every penny.

    Great Service! Most of the people who comment on these sites are going to be negative regardless of…read moretheir experience. Signal's customer service was very good during my last few interactions especially at City Center Branch. The only time it took longer than usual for them to complete my request was because it was very complicated and required more time to complete. They were very thorough and took great care in their work.

    Charles Schwab - investing - Updated August 2026

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