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5.0 (2 reviews)

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Charles Schwab

Charles Schwab

(9 reviews)

Went to open a IRA to go along with my other accounts. They started to do it at the front desk with…read moremy info for everyone to hear and see. I asked to go to a office and was taken to what appeared to be the lunch room and was told they would bring me a laptop and I could do it myself. I thought the guy was joking, but no he was serious. He said that is the way they do it. I left in disgust and went across the street to Fidelity and was treated like a king, the professionalism was night and day(CLASS ACT) In and out, I like Schwab on line but this office is loud, dirty and in my opinion unprofessional.

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.

Copper Canyon Tax and Financial Services

Copper Canyon Tax and Financial Services

(20 reviews)

Rosemont West

Mark has handled our taxes for the past several years. Always great service, very professional,…read moreknowledgeable and accurate. Always willing to answer any questions.

I used Copper Canyon for my 2017 taxes and I'm not sure I will be back. I met with Marc in the fall…read moreof 2017 to make sure I understood what sort of records he would need from me, since my property is an apartment building and also my primary residence. Then I provided all of my records and tax documentation to Copper Canyon at the beginning of March 2018 - admittedly later than I intended. I was told it would take about 2 weeks for my taxes to be prepared. I didn't hear anything so I called back a few times and was told they hadn't been able to get to my file yet. I called back again on April 10, and only at that point was I told I needed to complete an "organizer" which was many pages long. I filled it out right away and sent it back, didn't hear anything, called again and was told I would have to file an extension. Ultimately my taxes weren't filed until the end of May. I wouldn't even care about that if Copper Canyon's communication had been better throughout the process. I paid $535 for their services and I didn't feel like I mattered to them as a client, so I'm not sure I want to go back. I have no complaints about my actual tax filings - as far as I can tell Marc did a great job sifting through my expenses and preparing my return.

Guaranteed Rate - mortgagebrokers - Updated October 2026

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