Fantastic customer service, Jamie and Lindsay took the time explain everything to me in a simple…read moreand easy to understand manner. They treat you like an actual person, not just someone from a list. Came to them from one of the other "big firm" financial advisors.. highly recommend scheduling an appointment with them!

From the owner: "Our family business has provided innovative and personalized financial planning for over 30 years…read more Let us help you realize your financial goals and achieve financial independence. All new clients will receive a complimentary financial health check with one of our licensed representatives. Book your appointment now by calling our office at 888-200-5954 ext. 4. Our staff is happy to assist with any questions you may have.” Securities and investment advisory services offered through Gradient Securities, LLC. Member FINRA/SIPC. Gradient Securities, LLC (a SEC Registered Investment Advisor) offers investment advisory services under the d.b.a. of Gradient Wealth Management. Gradient Securities, LLC and its representatives do not render tax, legal, or accounting advice. Insurance products and services are offered through Synergy Financial Group. Synergy Financial Group is not affiliated with Gradient Securities, LLC.

I suffered a massive stroke two years ago under no control of mine. (I don't smoke, I eat very…read morehealthy, and get plenty of exercise.) I rolled over two 401K's from previous jobs. I had to liquidate this money to become eligible for Medicaid. I lost almost $800 to surrender fees. They denied my request for the return of these funds. I submitted an appeal to this decision with a letter that detailed my situation. The guidlines state that I had to be in a hospital or approved facility for 60 days, but this money had to be liquidated and dispursed in less than 30 days to be able to apply for Medicaid. After this appeal, they denied me AGAIN! I will NEVER do business with them again, and caution anyone who does business with them.

I do not recommend this compony I was tooken advantage of I set up a account with this compony and…read morethey told me one thing after another and nothing they said was true they checked my credit without me saying they could. the only one that really didn't take advantage of me was one general manager.

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value