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    Flat Rate Processing / Govt Portal

    5.0 (1 review)

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    9 years ago

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    Charles Schwab

    Charles Schwab

    (1 review)

    I am very lucky to have Will Clanton here in Atlanta as my account manager. My whole family uses…read morehim, and he's awesome! Previously was at Fidelity, and they sucked. They totally didn't respond, the account manager changed without any information to us about a new account manager, no help, reps who were not well trained, and everything was an extended ordeal. But if you're in Atlanta, use Will Clanton at the Sandy Springs branch. You will not be sorry. I love Charles Schwab. I think they're very helpful and much more knowledgeable than anybody at Fidelity, and they're on the ball. Feels like a small company rather than a huge corporation. Five stars for my experience with them.

    From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

    Flat Rate Processing / Govt Portal - financialadvising - Updated May 2026

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