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    Conserve Financial

    5.0 (1 review)
    Open 9:00 am - 5:00 pm

    Services - Conserve Financial

    Business loan

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    9 years ago

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    Charles Schwab - Fraud checks cashed by Schwab then runout statue limitations and screw our family

    Charles Schwab

    (3 reviews)

    Downtown / Central Business District / CBD

    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.

    Edward Jones - Financial Advisor: Jesse M Plunkett, CRPC - Outside Edward Jones office

    Edward Jones - Financial Advisor: Jesse M Plunkett, CRPC

    (5 reviews)

    I'm good at a lot of things. Financial management is not one of them, so I'm thankful there are…read morepeople like Jesse who can help guide the way. I've been working with Jesse for several years now, and can honestly say he's great. I've worked for several companies over the past decade or so, and as a result had a lot of dangling retirement accounts that I didn't know what to do with. From the first meeting, Jesse was willing to sit down and chat with me about what all of my various options were with consolidating and managing these accounts. He was also honest about the options that didn't benefit him, which I took as a huge bonus. Jesse discusses your retirement plans, and works with you to create a roadmap for financial success. He goes the extra mile to earn your trust as a client. In unsteady market times, he provides sound guidance and reassurance where needed, and lets you know what to expect based on trends. I highly recommend him for your financial needs.

    Jesse helped me rollover my 401k when I retired last year. I didn't really understand the…read moreinvestments in my 401k before, and he walked me through my current investments and how they aligned with the income I need from my portfolio in retirement. Plus, her also helped me better understand my pension options, which had seemed like a really complicated decision. If you need a financial planner in Sanford, definitely give him a call.

    Conserve Financial - businessfinancing - Updated May 2026

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