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    Charles Schwab

    5.0 (1 review)
    Open 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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    2 years ago

    I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor and she's been very helpful.

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    Carey & Hanna Tax & Wealth Planners

    Carey & Hanna Tax & Wealth Planners

    (7 reviews)

    I engaged Bob Carey to prepare my corporate return and anticipated working with him on my personal…read morereturn as well. The corporate return was prepared accurately and within the fee range disclosed in the engagement letter, which I paid promptly. However, when I asked follow-up questions regarding differences between his methodology and that of my prior CPA, the interaction deteriorated significantly. During a phone call, he raised his voice ("I don't need to take this crap...I'm DONE, OK??"), used hostile language, and abruptly terminated the call. Within minutes, he returned my personal tax documents by email, effectively ending the engagement during filing season. While his technical work on the corporate return was satisfactory, I found the communication and professionalism during this exchange deeply disappointing. Clients transitioning from another CPA may reasonably have clarification questions, and I did not feel those were handled constructively. Others may wish to consider communication style carefully when choosing a tax professional. Now I have to find someone new right in tax season with no referrals and no smooth transition.

    I was referred to Liz by a fellow hairstylist. Can't begin to describe how thankful I am that I…read morefound her. She helped me get organized with my finances and small business. She assisted me with retirement planning and saved me from paying thousands in taxes. Shes my girl!

    Ray Gonzales - State Farm Insurance Agent - State Farm Logo

    Ray Gonzales - State Farm Insurance Agent

    (146 reviews)

    Ray just saved us over $1,400 a year on our home and auto insurance - which is, obviously, huge -…read morebut what really blows me away is the experience. Ray spent over three hours on the phone with me answering my endless list of questions with total patience and zero rushing. He explained everything in a way that was actually easy to understand, broke down confusing terms, and helped me feel confident that I was choosing the right coverage for what my household truly needs (not just whatever spits out the lowest quote). He also called my mortgage company with me and streamlined the entire process of canceling the homeowners insurance being paid through escrow and getting the new State Farm policy in place. That alone saved me so much time and stress. Ray had helped me immensely when living in California, and so I know the customer service doesn't stop after the deal is made. He is always a text away (like a good neighbor) with a very speedy and efficient response. His follow through is incomparable. Now that he's set us up in Arizona, I know I can confidently expect the same. You just don't get this kind of top-tier, first-class customer service - especially in insurance. Ray doesn't just fire off a quote; he advises you thoughtfully, and responsibly like he's helping his own family. He absolutely has clients for life in us. Thank you, once again, Ray!

    Ray Gonzalez is an amazing agent. He helped me to get the best price on my auto insurance. I highly…read morerecommend Ray! Do yourself a favor and talk to him when you're ready for a change. Thank you, Ray!

    Charles Schwab - investing - Updated May 2026

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