I called Charles Schwab to get a Medallion Guarantee stamp for a document…read more No one answered. I was rerouted to the call center. I talked to Casey. After verifying my account, he sent a message to the office. I waited a week with no response. I went online and requested a medallion guarantee stamp on Tuesday. It's been 2 business days, I have not received a reply. It's not no one exists. I'll try walking into the office to see if I can get it done.

Came in with questions and Jack was really helpful. He stays informative and always answers my…read morequestions when I need assistance.

Leon is great! I set up a few appts with him before for some financial advising advice and he was…read morereally helpful. He followed up via text and call to make sure everything was okay as well. Will definitely be back next time!

This review is for Charles Schwab Investment and a a rating for the company overall…read more I never go to any branch locations since all my transactions are on-line. Schwab offers great on-line tools to research all your investment needs. In addition, stock trading transactions were recently reduced 30% to $8.95 per trade with no maximum limits on the amount of shares traded. I admire Charles Schwab for incredible customer service. They offer an automated system or you can choose to speak a individual regarding account information, trading and are accessible everyday. In the twelve years Ive been a client, Charles Schwab has yet to have any mishaps or discrepancies. Currently they are now offering hi yield saving account that pays a competitive return and also liquid, You can link your brokerage account if you choose.

I started working with Michelle 3 years ago under stressful conditions. My biggest takeaway was…read moreher encouragement, advice, and hope toward my then circumstances. She was kind and thorough in her coaching, and I give her my highest recommendation for helping see an accurate financial picture. Call her!

When we first reached out to Michelle, my wife and I were feeling lost and honestly a bit desperate…read moreto get control of our finances. Living paycheck to paycheck--despite having solid incomes and no kids--was frustrating and stressful. We initially expected to walk away with a simple budget. What we got was so much more. Michelle didn't just organize our numbers--she gave us clarity, confidence, and peace of mind. She removed the fear we had around money and replaced it with a real plan and direction. More importantly, she set us up for long-term success and a stronger financial future. We truly can't recommend her enough.

Great Service! I have been doing my taxes with Mr. Lee for a while now and he is very diligent with…read morehis work and very caring. if you're looking for someone to do your taxes don't hesitate and reach out i can guarantee that he'll excellent care and service!

This place charges $100 consultation fee. This was quite a shock as I have worked with several…read moredifferent CPA firms over the past decade and have inquired and received consultations from many different CPA offices. I have never been charged a consultation fee from any of these places.

dread carefully. similar to amway. look that up too!…read more they do more recruiting than anything. you can look it up to see others experience with this place. ive been there, so unless you dont mind what or who you sell to and who you make a profit from it. go for it. if you get recruited for this, look it up online first beforehand! and look up pyramid scheme while youre at it. basically do your homework.

All info from the business are lies, for example: How could the owner say it was established in…read more1991 when World Financial Group was officially started in 2001? Also, the people who are running this office, "the master of con man", his name is Simon, Not Steven. Not sure if Simon decided to change his name, or someone working under him decided to put the bogus info here. Shame on you! I know all these is because a few years back I joined this office to became an associate only to find out what scam artist this company is! They have been targeting new immigrants from China or Taiwan to lure them into this scam! Be careful with these people... Scam and shady are here together! To became an associate, they would promises richness, wealth, financial freedom, be your own boss, etc they even have pictures of mansions, fancy cars etc. but guess whats the fail rate?---- 90%! And basically you would have to pay to become an independent worker and bring more ppl into your downline. More people you bring in, more money you make. I had to quit due to severe stress and I really do not want to drag any of my friends or family into this anymore. I love money, but this is not the way I make money! To all the people who are reading this review: please do not get affiliated with WFG ever! All people working here are money suckers who will take all your money and give you promises they will never fulfill. Just do a simple Google "World Financial Group Scam" to find out more!

The Sackett organization founded on a commitment to personal & professional service continues after…read moresome 20 years PRAM's "go to firm" for all of our accounting needs. As a Pharmacy Risk Management firm doing business nationally with complex accounting needs, their staff is always there to meet our personal and professional compliance obligations. We believe they may be the best kept secret in Southern CA. Call them and find out why. David P Wilson CEO and Founder PRAM

We needed a new tax person as our long term one had retired. A couple friends had referred us to…read moreMike at Sackett Financial. We are extremely satisfied with his services and at a reasonable rate! Thank you Mike, we are your new long term customers.

Brett Sifling of Gerber Kawasaki recommended transferring my investments languishing in other…read morecompanies to more profitable companies. His expertise increased my wealth by at least 60%. I do not need to worry about having sufficient money to fund my lifestyle or to gift my children and grandchildren. I am grateful. Ola B.

I highly recommend Wealth Advisor, Nico Anduze @ Gerber Kawasaki Wealth and Investment Management…read moreteam. I rest assured working with such a trustworthy professional. From our very first meeting, he demonstrated exceptional understanding of wealth management and a true commitment to my financial goals. I especially love that he takes time explaining complex investment strategies in a way that is easy for me to understand! And if he has to review it a second Or third time ;-) (because I'm more of a creative artist and not much of a money person) he's amazingly patient and such a good teacher. He gives me complete confidence in my financial future. Thanks a million Nico! You have helped me understand and helped me get to a point where I can retire and for that I am forever grateful! Anyone who works with Nico will discover quickly that it is rare to find an advisor who combines this level of sharp financial expertise with genuine care & the ability to clarify questions & concerns with peace of mind. It's been an incredible experience and looking forward to our continued work together. I highly recommend his services to anyone looking to secure their future and learn new investment & retirement strategies. FIVE STARS all the way!!

Knowledgeable about how to open a special need trust account. The wait wasn't too long but it…read morewasn't quick either. Service was amazing. They were patient and answered most of my questions I had. Definitely one of the few trusted brokerage companies around. Even if Robinhood is getting popular, Schwab still has way better customer support.

The people here were nice and was able to gel deposit my check really quickly. It was also really…read moreclean and easy to find parking. Not sure why so many negative reviews