I have an old Stock Certificate from my Father from many years, almost put it in the trash when we…read morewere moving. I put it away and six months after moving I came across it again and said, maybe I should find out about it and if it's worth anything. I'm deaf so, my Son had set up an appointment. Mr. Douglas Riegger is very professional, help me out along with my Son to understand what we have to do to accomplish my goal of finding out. Still work in progress, I'm giving a five, they have exceeded my expectations. I do recommend this group and they are all very professional, courteous and helpful.

From the owner: Our primary focus is Retirement Planning and Wealth Building. We can also help with calculating…read moreSocial Security Benefits, Long Term Care Insurance, Life Insurance, and Educational Savings. Southwest Investment Advisors (SIA) is a family-oriented company. Our goal is to help families successfully transition from wealth accumulation to retirement and the eventual transfer of wealth to the next generation. Securities offered through LPL Financial, Member FINRA/SIPC. Investment Advice offered through Southwest Investment Advisors, a registered investment advisor and separate entity from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, KY, LA, MD, ME, MI, MN, MO, MT, NC, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VT, WA, WI & WY.

We have been with The Fernandez team for years. Along with their staff, you couldn't find a better…read morefinancial planning team. Very satisfied and have sent some of my family to them. We are all taken care of very well.

Somebody out there done gave me an "Oh no," referencing my rosy Review of this joint from back in…read morethe day, when they were way up further East on Craycroft @ Sunrise. Jeffery was my guy then. Well times have changed, but this joint's interior only slightly. Nowadays, you only go as far East as Campbell and bang, it's standing tall on a corner lot in the Escondido [sic?] strip shopping center. Out in these parts, that's considered upper eschelon, dides, cause it's smack dab in the middle of old school "foothills" region. It's in the "sittin' pretty" neighborhood where Sir Campbell looks down at "the Old Pueblo." So I went back in there a couple times 12/2022--2/2023 and my passenger agreed their hospitality remains "second to none." Not only did it feature full Keurig machinery to dose you up with premium tea & coffee packets, but they'll even sport you a SCHWAB mug on the go. My original review, spot on. It's true they don't local answer phones , but their 800 number may greet you like a dearly beloved conceirge. So if you REALLY want to speak with their latest Broker & Chief, just introduce your sheet to 800-435-4000, mkay, it'll happen. Full disclosure, I manage my own investments so at no point have I relied on it to think or market trading activities to me. My only exposure: government checks that require physical deposit. My only suggestions ref: "room for 'provement" would be: 1) Make my check deposits into PensionMaster accounts via mobile app, & 2) Open an office in Mayaguez or Rincon or hell, even Isabela,PR works. Peace out, my peeps.

If there were an award for turning simple tasks into an Olympic event, Charles Schwab would win…read moregold every year. This experience was the financial equivalent of a dumpster fire colliding with a train wreck that somehow also managed to hit a school bus. Every interaction seemed to create a new problem instead of solving the original one. Customer service was inconsistent, communication was poor, and getting a straightforward answer felt nearly impossible. I spent far more time navigating transfers, policies, and conflicting information than I ever should have. What should have been routine became an exercise in frustration. For a company trusted with people's investments and retirement savings, I expected competence, efficiency, and accountability. Instead, I found delays, confusion, and an astonishing lack of ownership when things went wrong. There are too many brokerage firms competing for customers today to settle for this level of service. Based on my experience, I cannot recommend Charles Schwab.

Love Ali and Joy! Ali manages not only money, but my mother's money as well. I have nothing but…read morecomplete trust and couldn't recommend Ali more.

Ali and Joy are the easiest and most professional people I have worked with in the financial…read moreindustry. I highly recommend Ali and Joy for your financial planning

I've been working with Edward Jones investments at this location for 5 years and I have always been…read moreimpressed by the staff and financial advisors. They are helpful without being pushy and I agree that getting together in person is incredibly beneficial when planning a retirement strategy. Gwen, one of the staff, is sweet and personable. She always asks about our family and has stories to share. As for David Ahmad, our financial advisor, I find him to be very meticulous and knowledgeable. He is great with returning emails and answering questions. I couldn't recommend this office more highly!

Sandra was straight to the point and navigated me successfully thru the tax maze I found myself in…read more So happy to have found her.

This is our first year with Sandra Reed and we are absolutely delighted - I only wish we had found…read moreher sooner! She is thorough, knowledgeable, and able to explain clearly what is going on with our taxes. She gave us a comprehensive overview when we came in for our initial interview. She provided the best designed organizer I have yet used, had our returns done quickly, took the time to go over them when I picked them up, and also provided a first look at what next year might bring. A truly excellent experience from beginning to end.

Nice people. Makes me feel like family. Trustworthy and there they are there to do their best for…read moreus.

We had to postpone this consult with the agent. Back in a…read moreweek, illness. We were offered another person but since we had spoken to this one, we just put it off.