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    Rachael Jameson

    5.0 (4 reviews)

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    Services - Rachael Jameson

    Debt management

    Inheritance planning

    Insurance planning

    2 More Services

    Investment management

    Retirement planning

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    3 years ago

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    Rachael J.

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    3 years ago

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    Rachael J.

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    3 years ago

    Rachel is a pro! Very nice and easy to work with! I definitely recommend her. She makes it look easy.

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    Rachael J.

    Thank you so much Adam! I enjoy working with you too.

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    3 years ago

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    Charles Schwab

    Charles Schwab

    (13 reviews)

    I sold $100k i of stock in my Schwab acct. I bought a cashiers check at my Citibank branch. I…read moremailed it to my biz partner of over 40 years. I recd a phone call with accusatory questions from a Schwab Detective...or so he said...named Steve Gross in Colorado. I told him I didn't appreciate his questions and the check was perfectly legal. We had words. He said " If that's the way you want it !! "....then he hung up on me. The following day, all my Amazon purchases were declined. My Citibank acct was frozen..I could not withdraw one dollar nor close the acct. I am a 71 yr old senior living alone in a mobilehome. I have no living family or any friends to help me. Steve Gross is NOT a Judge...nor is he God....what legal right does he have to ruin my 50 yr record of " exceptional " credit over one phone call?!! I am waiting to hear back from my local news network who helps people in need...Mark Martin splassshhh@ icloud.com

    At the start of the month I was told that it would take 14 days until they could assign someone to…read morefix an account issue. Then to fix it takes about a week. It is now the middle of the month and they are going to "try" to get it expedited by getting a fixer assigned in 7 instead of the now normal 21 days. It seems that they have a magic time machine to go backwards. This all has to do with transferring the assets in the account to my name from my deceased wife. Sooo there is no question of the outcome except this............. In the mean time the funds are not being productive for me and since Schwabb is doing this to many others how much are they increasing their own profits by collecting interest on the funds? I wonder if this is a case of incompetence or corruption? This company appears to be limping along and perhaps it is ready to go out of business.

    Rachael Jameson - financialadvising - Updated May 2026

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