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    OneWealth

    5.0 (1 review)
    Open 9:00 am - 5:00 pm

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    2 years ago

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    Kris K.

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    InvestHER Fiduciary Solutions

    InvestHER Fiduciary Solutions

    (8 reviews)

    Don't be thrown off by the name, she helps guys too! I've worked with other financial advisors…read more(individuals and teams). Melissa and team are by far the best at what they do. For me, it is based on one factor - authentic care for each person, no matter their needs. She has been there each and every day to answer questions, and ensure that I understand her recommendations and guidance. She is able to relate her knowledge in ways to help regardless of your financial literacy. With Melissa, I do not feel like just another account in her client book. She is patient and takes the time to understand me as a person and interpret that into solid financial advice. The level of care and attention didn't stop after I signed "on the dotted line." Schedule a consultation. You won't be sorry.

    A few years ago, we invited Melissa to give a presentation for our family. It was such an excellent…read moreexperience. I remember thinking to myself, Oh my goodness, I would love to invest so I can save money for my grandchildren. At the time, I didn't have a large amount to put in, but Melissa simplified everything for me. She explained that I didn't need a huge investment to get started--that even smaller amounts could grow over time and bring a real benefit by the time my grandson finished high school and entered university. So that's exactly what I did. To my great surprise and joy, I was able to help my grandson with his first year of university! Now he's in his third year, and the investment is still growing and yielding rewards. I'm so grateful. For anyone who may not have millions or a large sum to invest, but who wants to start with just a few hundred dollars, I can truly say that by following Melissa's advice and putting it into action, you will see a good outcome. Thank you so much, Melissa!

    Charles Schwab

    Charles Schwab

    (2 reviews)

    Buckhead

    Yesterday I walked in and made an appointment with Chris Metzger for this morning at 9am. The staff…read moreSina at the front desk was nice and friendly. I know I supposed to talk to a Chris something but I just could not remember the last name. Sina helped me to figure that out which was good. My appointment with Chris Metzger was this morning. Upon walking in, Chris was already walking out of his office and greeted me. I have never meet him before, I guess he figured out I would be his first client he was seeing this early cold morning. I have been procrastinating to come to Charles Schwab. Not like Charles Schwab is bad, in fact I heard good things about Charles Schwab and particularly this branch. Chris was the one I should see to get help, so I was told. I am just clueless about anything investment and to me, that's like Greek to me and I have no idea and no interest in that "language". Then again I have to do what I need to do. That's life, isn't it? Chris led me to his office and I was dreading this session. I thought it was going to be a painful and boring morning for me. Turned out, it was not too bad at all. I am pretty sure Chris' personality and approach helped. He was cheery, helpful and extremely patient with me. And yes, I told him I am clueless about anything that has to do with investing and I really was not looking forward to my session with him. No, I did not say it in a mean way. I actually put it across very pleasantly. Please, I do have my manners ;-) He set up a Charles Schwab account for me, went through and explained some materials and did not make anything too complicated for me. Chris also told me I could contact him anytime if I have any questions. At the end of the session, I supposed to provide him some information and I told him I could drop by before the end of the day to pass it to him. While driving in the crazy Friday rush hour traffic, Chris called and informed me he was about to go into a meeting. I told him no problem, I would leave the information at the front desk for him. I am definitely happy to recommend Chris Metzger to anyone who is interested in investment services at Charles Schwab.

    They have no regard for their customers. I had 10 short calls in the money, 5 short puts that were…read morein the money and 300 shares long of the underlying. About 30 minutes before options expiration, I logged into my accout to close out 5 of the short calls (I really only needed to close out 2 but I didnt want all of my shares called away), I put in a limit order to close out 5 of the calls, and was waiting for it to execute . It would have executed but somebody at Schwab logged into my account, cancelled my order and put a market order to close out all 10 in the money short calls. Their order got executed at a terrible price. They also closed out the 5 put options with a market order and the trade went through at a horrendous price. I ended up paying $2k in time premiums that would have disappeared in 20 minutes. They literally threw $2k of my money away. They could have placed limit orders and at least try to get me a decent price. What infuriates me was I was logged into my account and I was closing things out and they cancelled my order. They could have at least called or texted me but they did not. They also closed out some short put options on a different security that was 10 points out of the money and expiring in 20 minutes. Absolutely no reason to close out short options that are expiring in 20 minutes. They have no regard for their customers money.

    OneWealth - financialadvising - Updated May 2026

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