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    Charles Schwab

    2.7 (6 reviews)
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    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

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    Retirement planning

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    1 year ago

    We went in to make a first deposit into an account. The rep. Took extra time to explain and encourage.

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    1 year ago

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    3 years ago

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    2 years ago

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    8 years ago

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    13 years ago

    Staff is friendly I stop in here maybe every couple months to catch up with trends. Thanks to chuck my portfolio is looking great.

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    Merrill Lynch

    Merrill Lynch

    (2 reviews)

    I haven't had any personal investments with Merrill Lynch in over three decades, but since I have a…read morelot of business associations with people who do, I often end up conducting or becoming involved in business dealings with them. This particular office, like all offices of Merrill Lynch is pretty much top of league having an upper class financial/banker like décor and atmosphere about it. The people who work here are all perfectly mannered and just about as polite and friendly as anyone could ever be and all professionals at what they do. There are two things about dealing with Merrill Lynch that I particularly like. The first is that as an investment house associated with one of the world's largest banks, Bank of America, they have a depth of resources and available expertise to tap into. So, when things get a little out of the usual like requiring some knowledge of IC-Disc partnerships in order to gain foreign sales preferences, matters of depletion allowances as opposed to run of the mill depreciations, non-participatory royalty as opposed to participatory working interests and such, they usually have someone somewhere available within their organization who does have an expertise in those areas. The second is that every time I've ever read any of their proposals or recommendations, they've generally been tailor made, not just a one size fits all, for the situation of the individual investor or individual investor needs. Also, I've found them to be well written, well thought out, and done in what are rather admirable forms of presentation.

    I use David Diaz at this Merrill Lynch location for financial investing. He listens to my needs,…read moregoals, and risk tolerance and helps me create a portfolio to match those needs.

    Charles Schwab - investing - Updated May 2026

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