Totally at a loss as how to save for retirement, Mac Wren is my go to guy. I was truly lost but…read morehis patience and guidance has helped me understand how to invest and actually hold a conversation about it. Thanks, Mac!

From the owner: During these uncertain times, we're here for you - ready to listen, support and navigate this…read moretogether. We care about your physical health and your financial health. Please reach out and see how we can help you. Edward Jones is an investment firm that believes your financial goals deserve a face to face conversation. We can help you prepare for retirement, save for education and be a tax-smart investor.

Here is a professionally refined version of your statement for submission to the bank, with…read moreimproved clarity, tone, and structure while preserving your voice and emotional truth: Subject: How My Family Lost $6.5 Million in Property and Savings Due to Charles Schwab's Failure to Act My father, a Ph.D. in organic chemistry and former head of polymer research at Chevron, was a brilliant, humble man. He held over 280 American Chemical Society awards for his research. Despite his success, he remained modest--driving a 1972 Oldsmobile until 2004--and dedicated his life to providing stability for our family, especially for me, as I am autistic and have disabilities. He invested with Charles Schwab for decades, building several million dollars in savings and earning over $150,000 annually in interest. He never touched the principal except on two rare occasions. When funds were needed, he borrowed against our homes in Marin County or Lake Tahoe--sometimes up to $500,000--rather than withdraw from his investment portfolio. We didn't grow up wealthy. He purchased our family home in Marin for $22,000 and a small Donner Lake cabin for $12,000. By the time of his passing, these properties alone were worth nearly $3 million. He worked seven additional years past retirement to make sure I would be taken care of, setting up a trust in 2009 with Wells Fargo as trustee to ensure that I would be protected for life. But everything fell apart. As my father began showing signs of dementia, I noticed irregularities in his accounts. I reached out to those we trusted most--our longtime bookkeeper, his accountant, the Wells Fargo trust manager, and a supposed assistant. Instead of helping, they misled me. They lied, obstructed my efforts, rerouted documents, and manipulated records. It became clear that each of them had taken between $200,000 and over $1 million for themselves. This wasn't just theft. It was a coordinated effort to defraud us--conducted by people with insider access to our finances, mail, and trust accounts. More than $3.2 million was stolen directly from my father's Charles Schwab investment account--money he never used, money that was supposed to be my security for life. Worse, Charles Schwab's fraud department failed us. Agents like Rena Meinki and Don Woosley repeatedly stalled and delayed after we reported the suspicious activity. They assured us they were investigating, only to later claim that it was "too late" to recover the stolen funds. They knew my father never wrote checks from his Schwab account. He used Wells Fargo exclusively for disbursements. And yet, over 140 checks were processed through the Schwab account--most with no endorsements, no destinations, and no record of deposit. Many of these were entirely unauthorized. Because of this theft and inaction, we were forced to sell or lost nearly $6.5 million in property and lifetime savings. I lost my father, and I lost the life he worked so hard to protect for me. This was betrayal--not just by criminals, but by institutions entrusted to safeguard our legacy. My own life was deeply impacted. I had overcome addiction and, with the support of my family, went on to found one of the most successful yoga studios in the country. My sister and brother-in-law--then CEO of Reebok and co-founder of Ariat International--mentored me in that journey. But when this fraud occurred, I was misled at every turn. People I had helped for years--including a 20-year AA friend, Rachel Winer, and her associate Jacob Weiss, a repeat felon--turned out to be involved. That betrayal cut the deepest. In 2009, when my sister no longer wished to manage the family trust, my father asked me who I trusted. With legal counsel and mutual agreement, we appointed Wells Fargo Bank, where we had banked for years, to oversee the trust. That trust--and the entire legacy my father built--is now gone. I am speaking out because we need accountability. We need someone to care. Would you like this formatted as a PDF or turned into a formal complaint letter?

I wanted to get their free checking and broker account . I played the stock market while in…read morecollege, made some good money, back in the day. Too many glitches with their online software. Telephone customer service is hit or miss. I can do better going thru AARP or contacting the stock's directly. I may not be a high roller, but some penny stocks are a great value, and a good investment, and you don't have to go thru a big name broker, to get what you want.

Daniel can only be the top choice as realtor in Florida! He…read morehelped me buy my first house, worked with me through every step in the process with advice, feedback, and great guidance. From the beginning of checking on the financials till after closing with finding the right vendors, ensuring the builder met all promises, and even helping with scheduling follow up items. Daniel is always easily reachable, super responsive, honest and candid with what can work and what cannot, as well as going above and beyond with proactively figuring out next steps on the journey. Can only say 10/10!

Plain and simple... I am NOT the easiest person to get along with. Kind of had to say that because…read moreit's just a lot lol. But then again I would think most people looking for a home could get a little extra. I'll make this as completely honest as I can as to not make it seem I'm a hype man for Daniel. So I've known Daniel for a few years. Always a pretty active member in our community and he supports his local first responders. Took a liking to Daniel and we've been buddies since. Over the last year I've gone back and forth deciding if I wanted to finally buy a home. Native Central Floridian I wanted to keep it home but didn't know where. I work centrally and could call any area home. So I messaged Daniel and it was like a poof of smoke happened and suddenly I'm a home owner. Hear me out on this. This might have been the biggest, easiest life making events a person goes through in their human living existence and Daniel made it seem like it was brunch on a beautiful Sunday morning. Will there be issues? I'm sure. I had them. But it was always forward moving. My schedule is odd, well so is Daniel and he simply just makes things happen. I like that. There's a level of customer service I expect and I got that x10... but yet I still got that tough brother feeling when I knew I was being too much and just being stupid. Now what? I have a beautiful home in an amazing area. Mission Accomplished. Thanks Daniel!

Be careful! We had to cut Kara loose. Was fine when we first listed with her, but she started…read morearriving at showings after she had a few. Got mean and unprofessional really fast when we tried to talk to her about it. Everything kind of went downhill after that.

Kara is a dream to work with. So thankful to have her when I short sold my house. She's one of the…read morebest in town!

I have been working with Daniela for two years. She has been great getting my properties rented…read more She is very professional and the communication is top notch. The reporting keeps everything simple and payments are on time. I highly recommend them if you want a smooth and simple process.

I will not be able to recommend this management company to anyone in the future…read more I engaged Peggy for tenant placement services based on a referral from my agent, who assisted me in purchasing my first investment property in Orlando, as I reside out of state. My unit remained vacant for three months without a tenant or any discernible progress. My calls went unanswered, and I had to repeatedly contact her via text messages, to which she would typically respond two days later. When I brought my concerns to upper management, she attempted to rectify the situation, but unfortunately, it was beyond repair. Ultimately, I had to terminate the agreement. I then engaged a management company that proved to be exceptionally proactive and communicative. They successfully identified a new tenant within a week, and the tenant moved in the following week. It is truly regrettable to operate and work in such circumstances when one cannot conduct business professionally. I have unfortunately expended my time and resources by placing my trust in a central Florida management company that proved to be untrustworthy.