In economic times good and bad, financial advisors have helped manage my earnings to provide for the future. Some advisors have been adequate, some less so. Since 2023, I've found Charles Schwab to be a very good firm for savings and investment tools and fees, with excellent communications and responsiveness at all times. I'm especially happy with the independent Schwab branch in Las Cruces.
The Las Cruces branch personnel provide expert skills and support. After evaluating my needs with branch leader Jackie Michael Edwards, I now meet with branch consultant Danielle Evans. Ms. Evans is an astute listener as well as explainer, patient and thorough when I need help understanding choices and forms. I trust her to care about my interests and help me think clearly about my opportunities. I also appreciate the best front desk support (Stella) I've experienced so far in my dealings with any investment branch. NMhttps://client.schwab.com/Public/BranchLocator/branchdetails.aspx?branchid=1838. read more