Just a note that hopefully resonates with others in my community. Edward Jones in Indian Wells has…read moreproven more than once that they truly care about their clients. When I had a question about some of my retirement, even though that part was with a dif $ manager, they looked into it and answered my question. How many companies do you leave walking out saying, 'I'm so glad we found them'. So besides the bonus of being with Edward Jones, it's as important to be with kind peeps that care. Good peeps deserve a shout out . And when transferring $ to them, I totally trust their advisors ensure we are maxing our benefit. Thank you Deanna & Jonetta. Even in this recent downturn, I'm not worrying thanks to EJ. J.Fields ~ 10 Stars

My parents have been doing business here for many years. Since I recently left my job I needed to…read moretransfer my 401k and I have to say Amy and Bob are truly the Best out there, because they made the transition smooth and explained everything to me and now I have a better understanding of my 401k. I HIGHLY Recommend coming here!!!!

This banking institution has helped me and my family multiple times over the years. When my check…read moredelayed, but expenses did not Schwab bank had a conversation with me and released funds to allow me to take care of my family. When someone cities away emptied ny account of all my Christmas money for my kids presents, Schwab fraud team jumped on it and took care of me, allowing me to take care of my family. Thank you Charles Schwab Bank for being one of the best business partners I have ever had. Signed, Joseph Hemze.

I am starting to wonder what happen to customer service and the customer always comes first. Is it…read moreeven a thing anymore? If I could give "ZERO" stars I would! I can't tell you how dissatisfied I am with Schwab, not only this branch, as well as, the Estate planning department, others via their 800 customer service number, the branch manager & Eric Moser (the VP of this branch), Which is perplexing in itself, as he is completely disconnected from his clients, I wondered how he even sits at the position he does. And Just over all Charles Schwab as a whole. Very long story short. My mother & father placed their trust years ago in Charles Schwab and their broker. In doing so, I am sure they thought they were placing their funds in the hands of professionals and to be professionally managed. Well, that's not always the case. My mom passed away, and my brother is "legally" the POA of my father's estate, and doing an outstanding job. My father's life was turned upside down after being married for almost 60 years. He has full time care, lots of family around, and seemingly in a good place. And fortunately, my dad did well for himself. Maintaining his lifestyle was never a question, even with 24/7 care which is in the tune of give or take $15,000 a month. Sadly, it's just without my mom. Fast forward to 2 months ago, yes, I said 2 months ago (so remember that). There's a lot , and I won't bore you with all. Yet, we are now dealing with, lazy, poor performance, mismanaged & uncaring employees at Charles Schwab, as well as an unscrupulous broker, and honestly at this point we are being taken advantage of. When Charles Schwab was informed my mother passed, they immediately locked my dad's account (mind you it's my mom & dads account). I understand the security aspect of it all. Yet, the hamster wheel my dad and brother are on due to the irresponsible humans working at Charles Schwab, it's absolutely ridiculous! I'm livid! And that's putting it lightly. I took my dad down to Charles Schwab twice to try and fix this issue, my brother has been there 3 times, and each and every time, it's "Oh you just need to sign this and get us that", yet when he signs, they then tell him "oh we need you to sign one more thing", this has gone on for almost two months! Once I went down and Eric was too anxious to even speak to me, what a professional. Can you imagine your broker not even speaking with you yet making money off you. Disgusting! MY DAD and My brother have been locked out for 2 FRICKEN MONTHS. Money has been lost due to not trading, my brother even called ERIC MOSRER (sp) and asked him to please sell a position, Eric said he would, yet forgot. Great job Eric! My brother was so upset, he said to me that day, we lost 60K. I told him NO, CHARLES SCHWAB lost us 60K - not you, not dad, Charles Schwab, Period I realize dealing with Schwab especially the last 2 weeks, they are unethical, misleading, and the breach of duty they have on their end to their clients, is damaged. A broker is beholden to Strick regulatory guidelines and ethical code that carry stiff penalties! I am really questioning their wrong doings. No one has acted with integrity here! Hell even "Chewy" sent a card and flowers when my dog died! What did Charles Schwab do when my mom died, they locked my dad out of his own account with a boat load of money. And never sent or offered condolences to my dad! Yet the worst part for me, they never ever apologized to my father or my brother for this unimageable run around that they have been given! They have done everything asked of them and are still getting the run around and still not getting calls back! At this point, this is misappropriation of my dads' funds! What.... Is Charles Schwab just going to steal / embezzle / keep / never give access to my dad, to get his money, because that's how it looks! Eric Moser & the Charles Schwab team, pull your big boy pants up and take care of this ASAP! Enough! Worst branch! Horrible people! The worst of anything you can think of, that's this branch! Their customer service is in the toilet! #charlesschwab #shameonyou 9/25/23 - regarding your message below, its BS! It's a generic message doesn't go to anyone directly. It's basically just to save face on their end! Saying.... look at we tried to reach out. The truth is, it doesn't go to anyone!!! Again this just reiterates what I said at the beginning about their customer service and the company as a whole. Horrible company.

Staff was very helpful, supportive and answered all my questions patiently. Lionel, Mary, and…read moreJohnson all handled my policy's with such care and dedication. I trust them with my life and definitely referring my friends and family.

From the owner: Life Insurance Are…read moreyou truly fully protected? Your family? Many clients come to us unknowing of the additional benefits that life carriers offer "Living Benefits", making it no longer just Life Insurance but Living Insurance! Life insurance traditionally thought of is "my family only gets paid when I die", nowadays with living benefits you don't have to be terminally ill to get the help you and your family needs now! Annuity and Retirement How far will your current retirement investments take you? Retirement planning is a question that should be asked as early as you start working, not towards the end of your career. The Economic Policy Institute reports that over 40% of households aged 55 to 64 have no retirement savings to show for. Meanwhile, the median savings balance among older Americans is a less-than-impressive $17,000 - hardly enough to last 20 years or more in retirement. Call us are Regency insurance to start planning for your retirement so you can enjoy the lifestyle you have worked hard for. Home & Auto Home and Auto insurance is necessary to protect not just your belongings, but also your wellbeing. While no amount of money can replace what you lost in an accident or home loss, insurance is there to at least make the recovery process a little easier. The best way to ensure that you are covered for any foreseeable changes and unpredictably events in life is to call us and to check on your current auto and home policies to keep you and your family protected.

This is the worst insurance office I have ever done business with!…read more They do not look out for their customers best interests, and when I raised my concerns I was completely blown off. I requested my homeowners policy be converted to a rental policy and I was told by their rep that it couldn't be done. They then sent me a quote for more than double what it cost with my current carrier. I contacted my carrier directly and found out that it could be done for only a couple hundred dollars more than my existing premium. When I contacted Ron Henderson about the disparity, he argued with me. I had to have the carrier contact them directly to get the change made. Even updating my new mailing address, a simple request, blew up into a giant event. I had also spoken to Ron regarding getting information on Medicare coverage. He told me someone from his office would contact me, which they never did. In short, steer clear of this brokerage office!

I respectfully disagree with the previous bad comments. We have an ongoing claim with Farmers and…read moreit required a meeting with Mr. Henderson on the spot on short notice. I was uplifted that he appeared within one hour and was responsive to both my wife's and my claims regarding our residence in Palm Desert. Ron Henderson is a stand up person. I would highly recommend him as being responsible as is his office staff.

Our old insurance dropped our vehicle out of the blue. And Kevin and team are professional and…read moreresponsive. Kevin is especially detail oriented and took the time to break down the policy. 30 years experience is subtly on display as his level of understanding shows why this group has such high ratings. Also he was extremely patient with my wife and I as we scrambled to find our old paperwork from another company. Expertise and experience count for something. Being kind and generous with your time when you have that expertise and experience is priceless.

The owner of this location is rude and lying about offer me any, please don't do business with this…read morecompany,I regret give 7 years of my money from someone who lie and don't care about your necessities,you lying

Cathy has been taking care of my portfolio for over a decade. Currently we are working on college…read morefunds for my kids. She is not only excellent at her profession but a wonderful person. Cathy also manages my parents accounts, my aunts accounts and managed my grandparents accounts. For anyone looking to invest or needing financial advise from a trusted professional look no further.

From the owner: At CB Wealth Management Group, our view is to help our clients better achieve their idea of…read morefinancial success.

This team is the best. Always there to answer any questions that I have…read more My Dad and I have full faith in Micheal Clark

Michael Clark and West Wealth Group is incompetent, ultimately they are "messing" with your…read morelivelihood. They are glad to take over your investment accounts but are to busy to monitor this money. This is despicable. They actually charge for this service to give you bad advise. They certainly do not act as a fiduciary. I will report this company to the state of California. Please stay away if you value your hard work of trying to save. Let me sum it up "a joke" and this is being as nice as I can be.