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    Guardian Rock Wealth

    5.0 (1 review)
    Closed 7:00 am - 4:30 pm

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    6 years ago

    Excellent firm to get financial advice! Lynn Pearson was especially helpful and knowledgeable with my retirement account. Highly recommend!!

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    Charles Schwab

    Charles Schwab

    (2 reviews)

    Jack Mishlar at Charles Schwab in Frisco is a professional and personable expert, and an…read moreoutstanding human being. Five stars are not enough for his superbly skilled services and wise counsel. We are undeservedly lucky to have this gentleman available in our community. Jack is worth his weight in gold! We are healthy older locals who don't have a truckload of gold, but may still have a couple of decades left to fund. Jack and his team at Schwab became our prayer answered in dark November when our misunderstood and badly managed financial arrangements were crumbling. Not having the "financial chip," we had no clue how to proceed. Scrambling for advice and new strategies, we were led to Jack, and this marvelous, experienced professional turned everything around, providing clarity, options and hope for our future security. Our path forward became straightforward and achievable. Jack's wisdom and paternal kindness, along with a little tough love where needed, extended beyond the strictly financial realms to adjacent considerations that required modification for optimal outcomes. There are literally no words of praise sufficient to describe our gratitude and admiration for this man. Jack turned confusion into confidence. He is offering a profoundly valuable service to all who engage his participation in improving their lives. THANK YOU, JACK!

    Apparently this office is by appointment only even though it doesn't say so on Google. It's closed…read morebetween 11am and 1Pm during weekdays and no local phone number to call. Why would they have an office in this expensive town if it's mostly not open?

    Edward Jones - Financial Advisor: Charlie Wick

    Edward Jones - Financial Advisor: Charlie Wick

    (2 reviews)

    Called and had a series of questions related to investing - such a pleasant and well-informed…read moregroup. I also have a few business investments and the ability to quickly understand was very impressive. I moved up here to the mountains from Denver and the professionalism is very high at this office. Above, courteous, well-informed and able to help me coordinate next steps.

    Unless you have a half a million or more to invest, don't even call for an appointment!!!…read more Charlie Wick is arrogant and incredibly condescending to anyone without a huge financial portfolio. I have known Charlie for over 20 years and when I was going to get a very nice financial settlement in a divorce, I made an appointment with him, showed up on time and when I arrived, Charlie was on the phone, got up from his desk and closed his door. His receptionist said he had told her to have me meet with the new junior. person in his office. NOT OK!!!!! I had known Charlie for over 20 years, trusted him, AND ONLY HIM, to help me with the $200,000+ that I was to receive to manage it for me. I was overlooked, passed on to a newbie and had the door LITERALLY shut in my face. I did find someone else with Edward Jones who handled other family members' financial investments with respect and a welcoming attitude!!! So, don't give up on Edward Jones....but I encourage you to call Kevin Brubeck with Edward Jones in Eagle who will treat you with respect and dignity!!! He understands that whatever you have saved is a fortune to you and deserves the same attention as someone investing millions!!!

    Guardian Rock Wealth - financialadvising - Updated May 2026

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