Sean and his team have been outstanding. We have been working with them for nearly 4 years and…read morewould recommend he and his team without hesitation. Truly focused and dedicated folks who are responsive and really do care about their clients needs!

We have been with Sean for decades. He and his staff have always been accessible and looking after…read moreour best interests. Our needs come first. I highly recommend Heslin Wealth Management.

This banking institution has helped me and my family multiple times over the years. When my check…read moredelayed, but expenses did not Schwab bank had a conversation with me and released funds to allow me to take care of my family. When someone cities away emptied ny account of all my Christmas money for my kids presents, Schwab fraud team jumped on it and took care of me, allowing me to take care of my family. Thank you Charles Schwab Bank for being one of the best business partners I have ever had. Signed, Joseph Hemze.

I am starting to wonder what happen to customer service and the customer always comes first. Is it…read moreeven a thing anymore? If I could give "ZERO" stars I would! I can't tell you how dissatisfied I am with Schwab, not only this branch, as well as, the Estate planning department, others via their 800 customer service number, the branch manager & Eric Moser (the VP of this branch), Which is perplexing in itself, as he is completely disconnected from his clients, I wondered how he even sits at the position he does. And Just over all Charles Schwab as a whole. Very long story short. My mother & father placed their trust years ago in Charles Schwab and their broker. In doing so, I am sure they thought they were placing their funds in the hands of professionals and to be professionally managed. Well, that's not always the case. My mom passed away, and my brother is "legally" the POA of my father's estate, and doing an outstanding job. My father's life was turned upside down after being married for almost 60 years. He has full time care, lots of family around, and seemingly in a good place. And fortunately, my dad did well for himself. Maintaining his lifestyle was never a question, even with 24/7 care which is in the tune of give or take $15,000 a month. Sadly, it's just without my mom. Fast forward to 2 months ago, yes, I said 2 months ago (so remember that). There's a lot , and I won't bore you with all. Yet, we are now dealing with, lazy, poor performance, mismanaged & uncaring employees at Charles Schwab, as well as an unscrupulous broker, and honestly at this point we are being taken advantage of. When Charles Schwab was informed my mother passed, they immediately locked my dad's account (mind you it's my mom & dads account). I understand the security aspect of it all. Yet, the hamster wheel my dad and brother are on due to the irresponsible humans working at Charles Schwab, it's absolutely ridiculous! I'm livid! And that's putting it lightly. I took my dad down to Charles Schwab twice to try and fix this issue, my brother has been there 3 times, and each and every time, it's "Oh you just need to sign this and get us that", yet when he signs, they then tell him "oh we need you to sign one more thing", this has gone on for almost two months! Once I went down and Eric was too anxious to even speak to me, what a professional. Can you imagine your broker not even speaking with you yet making money off you. Disgusting! MY DAD and My brother have been locked out for 2 FRICKEN MONTHS. Money has been lost due to not trading, my brother even called ERIC MOSRER (sp) and asked him to please sell a position, Eric said he would, yet forgot. Great job Eric! My brother was so upset, he said to me that day, we lost 60K. I told him NO, CHARLES SCHWAB lost us 60K - not you, not dad, Charles Schwab, Period I realize dealing with Schwab especially the last 2 weeks, they are unethical, misleading, and the breach of duty they have on their end to their clients, is damaged. A broker is beholden to Strick regulatory guidelines and ethical code that carry stiff penalties! I am really questioning their wrong doings. No one has acted with integrity here! Hell even "Chewy" sent a card and flowers when my dog died! What did Charles Schwab do when my mom died, they locked my dad out of his own account with a boat load of money. And never sent or offered condolences to my dad! Yet the worst part for me, they never ever apologized to my father or my brother for this unimageable run around that they have been given! They have done everything asked of them and are still getting the run around and still not getting calls back! At this point, this is misappropriation of my dads' funds! What.... Is Charles Schwab just going to steal / embezzle / keep / never give access to my dad, to get his money, because that's how it looks! Eric Moser & the Charles Schwab team, pull your big boy pants up and take care of this ASAP! Enough! Worst branch! Horrible people! The worst of anything you can think of, that's this branch! Their customer service is in the toilet! #charlesschwab #shameonyou 9/25/23 - regarding your message below, its BS! It's a generic message doesn't go to anyone directly. It's basically just to save face on their end! Saying.... look at we tried to reach out. The truth is, it doesn't go to anyone!!! Again this just reiterates what I said at the beginning about their customer service and the company as a whole. Horrible company.

Just a note that hopefully resonates with others in my community. Edward Jones in Indian Wells has…read moreproven more than once that they truly care about their clients. When I had a question about some of my retirement, even though that part was with a dif $ manager, they looked into it and answered my question. How many companies do you leave walking out saying, 'I'm so glad we found them'. So besides the bonus of being with Edward Jones, it's as important to be with kind peeps that care. Good peeps deserve a shout out . And when transferring $ to them, I totally trust their advisors ensure we are maxing our benefit. Thank you Deanna & Jonetta. Even in this recent downturn, I'm not worrying thanks to EJ. J.Fields ~ 10 Stars

My parents have been doing business here for many years. Since I recently left my job I needed to…read moretransfer my 401k and I have to say Amy and Bob are truly the Best out there, because they made the transition smooth and explained everything to me and now I have a better understanding of my 401k. I HIGHLY Recommend coming here!!!!

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

From the owner: At CB Wealth Management Group, our view is to help our clients better achieve their idea of…read morefinancial success.

Friendly, down to earth service. Had some questions that probably weren't worth their time to…read moreassist me with, but they were kind enough to look into getting answers for me. That says a lot. Hopefully, I win the mega lotto and their thoughtfulness will be rewarded! I have no reservations recommending them.

Kari is very knowledgeable on investments and tax law. I am very impressed with her service.read more

Don has done both my Corporate and Personal returns for many years. I have nothing but the best of…read morethings to say about his services. He made everything as painless and smooth as possible.

I can't recommend Don Patch, CPA, highly enough. I came to him with a complex tax issue and some…read morediscouraging correspondence from the IRS, and he immediately offered clarity, support, and direction. Don took the time to walk me through my options in a free consultation and helped me understand the best next steps with confidence. His knowledge of IRS procedures is clearly extensive--he's handled cases like mine countless times--and it shows. Beyond his expertise, Don is kind, professional, and genuinely invested in helping his clients. If you're feeling overwhelmed or unsure about a tax matter, Don is exactly the kind of person you want in your corner. Highly recommend.

5 stars aren't enough! Nolan has an understanding of finance like no one I've ever met. He cares on…read morea personal level and has an amazing ability to easily and clearly explain things. I don't have a lot of experience with investing, so I couldn't feel luckier that I found DFP. Highly recommended.

From the owner: We do financial planning in Palm Desertread more

Called this lady to ask just a question regarding my return, and she was so kind and helpful. I had…read morecalled "The Experts" out of the phone book, and they were terrible. Not only could they not answer any questions, but played games about whether the question was a legal one or not, they aren't lawyers. Cathy was great. I explained my situation, and basically had my taxes done, but had one important question. In the future I'll be taking any of my tax or payroll work to her.

Cathy is a delight to work with. She is patient, knowledgeable, willing to answer all questions. We…read morehave a complicated tax situation, and she made it all seem simple! Courtney at the front desk is also very nice, easy to work with, friendly, and professional.

Moved my whole portfolio from Edward Jones to Blanke Schein wealth management. It has been two…read moremonths now since the transfer and it went very well and my portfolio is safe. Thank you. This review was not solicited

The Blanke Schein Hightower group is a slick brokerage facility that uses bait and switch tactics…read more I only wanted to invest a portion of my investment money with them. They insisted that I show all my investments to them or we couldn't do business. After providing them with the information they asked for they told me they would only be interested in managing the ENTIRE portfolio. Like I said: bait and switch. A brokerage firm with a car dealership mentality.

Frances helped my husband and I when buying our first home this past October. Her service was…read morebeyond amazing. If I could give more than 5 stars I would. We received open and consistent communication, and she made our loan terms under the best conditions she could. Highly recommend!!

Spoke with the owner on the phone. He said he would do research and get back to us. Hearing nothing…read moreI emailed two weeks later and was told he would call in the afternoon but we have never heard back from anyone. NOT VERY PROFESSIONAL AND VERY DISAPPOINTING.