I don't use the local offices and choose to work online. I find Schwab's integrity and accuracy is…read moregood; and their trading and account apps easy to use. When I have questions, I call customer service (trade desk) and they have always been very helpful and thorough. However, I wished they could have gotten my 1099 out a little sooner than today Feb 12, since it is dated as done on the 6th. Schwab offers a lot of products and education online, so explore the website. I frequently use another website as well, called Trading View. Do your own research and use the consultants as a second opinion. And for sure, feel free to disagree and take your business somewhere else if you aren't comfortable.

I had a great experience here. I'm not sure what the other reviews were talking about. I scheduled…read morea free consultation appointment and the time the Advisor spent with me didn't seem rushed nor was I given the impression I was being "sold" anything. I've always been impressed with Charles Schwab as a company and this location solidified it's reputation with me. Thank you for the financial guidance!

I have been working with Robert for a couple of years now. I am very please with the results I am…read morereceiving from my investments. Rob calls a couple of times a year to check in and make sure I am happy with my Investments and see if anything has changed. I would highly recommend Robert to my friends and family!

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.

I've been using Caleb's services for several years and have enjoyed the experience, dedication and…read moreconsistency he puts forth. I currently am using his services in both my business and personal finance planning. His attention to detail and ability to communicate to all of our employees has been a tremendous assurance for our company.

As a business owner it is critical for me to know what I (and my company) are good at... and what…read morewe are not good at. While we have strong financials we didn't know how to best manage retirement planning for both my wife and I, as owners, as well as our staff. Caleb and his team developed a solid plan for us to follow that was easy to follow. They were able to explain the sometimes complicated issues surrounding financial planning to us in an easy to understand method. I would highly recommend Ridgeline Private Wealth to both individuals and business owners alike.

Beware of this branch office - Dave Murset. Reels you in with great sales pitch, but then you…read morenever hear from him again. All kinds of hidden fees that were never explained. I would never recommend this man to handle your life savings! It was a horrible and costly experience.

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.