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    Charles Schwab

    2.2 (10 reviews)
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    Services - Charles Schwab

    Personal banking

    Investment management

    Retirement planning

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    Solutions for Tuition - Since 2005, College Planning Expert, Jay Murray has helped more than 1,000 students find the financial assistance they need f...

    Solutions for Tuition

    (3 reviews)

    Jay started off great, helped our son stay focused on applying and talked about fit. However, as a…read moreself employed family we really wanted the financial advice he said he could give us, but that never came to fruition. He never helped us negotiate an offer, we had to bug him for 3 months to fill out the FAFSA/CSS Profile, which is a part of the services we paid for. He told us he would put together an "apples to apples" spreadsheet with all offers our son received. It took us FOUR months of asking for this to receive the correct information. The first several we received had colleges on it we never even looked at, much less applied to. Many emails and phone calls went unanswered. We finally gave up on his services. He doesn't even know where our son decided to go to school.

    Jay with Solutions for Tuition is brilliant. Had I hired him to review my CSS/FAFSA rather than…read morevisiting after I submitted, my kids would've gotten more financial aid. He was easily worth the hourly fee and saved me many times that amount in college tuition for my twins. With one child at Whitman and one at Smith, Jay was able to provide me direction, explained an error from when I filled out and submitted the FAFSA/CSS, and gave me terrific advice for how to handle the error with each school. He even knew the difference between how the two schools view my assets so I could make better financial decisions without adversely impacting my kids' financial aid. As a single mom getting the kids through school, his help was invaluable. I feel fairly financially savvy. Yet, I took their questions too literally and made a mistake on the FAFSA/CSS that cost my kids money. He has mastered the insanely complex world of financial aid. I cannot recommend Jay enough.

    Charles Schwab - banks - Updated August 2026

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