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Charles Schwab

Charles Schwab

(6 reviews)

Bryan Crawford really helped me out. Without divulging too much information, I wanted to setup a…read moremonthly allowance for my wife and myself. Previously, this was sent by check. The Nipomo Post Office is very good at misdelivered mail. Bryan set ip a system whereby a monthly check would be automatically deposited into my bank account thereby eliminating the mail entirely.

I've dealt with a lot of companies over the years, but Schwab Retirement Services easily wins the…read moreprize for worst customer service--and not just once. It's been consistently terrible for years. When we submit instructions for them to execute--basic tasks they're paid to handle--two out of three times, they either ignore them entirely or send a vague, anonymous letter a week later telling us to call them. But here's the kicker: the so-called pension plan "customer service" reps don't even have a direct number. You're forced to call the general support line, waste their time, and then get transferred to the retirement department... who never pick up the phone. We eventually had to start including threats in our instructions just to get a response. It wasn't until we escalated to their ombudsman that they finally did what they were supposed to do in the first place. Most recently, a former employee tried to roll over their 401(k)--a straightforward process. Schwab screwed it up three separate times, mailing checks with the wrong name on them. This is after giving them written instructions, plus wasting an hour on the phone telling them exactly what to do. They've never fixed their broken systems, and it's painfully obvious they do not care about their customers, their responsibilities, or basic accountability.

Merrill Lynch

Merrill Lynch

(6 reviews)

I am not one who usually leaves a review, but my experience was such, that I felt the need to open…read morean account and share my experience with others, knowing Elena's care will extend to others, too. I recently worked with Elena Stanley to help manage an inheritance I received. While I wouldn't consider myself a highly knowledgeable investor, Elena took the time to thoroughly educate me on my options and guide me toward a strategy aligned with my age and risk tolerance. I truly appreciate her calm, patient approach. She has a natural ability to teach and explain complex concepts in a way that made me feel confident and comfortable investing my inheritance. Elena also provides consistent touchpoints throughout the year, which gives me reassurance and confidence that I'm on track to achieve my goals. I'm very grateful for her guidance and support.

My husband and I worked with Elena Stanley to get a clear picture of our personal and business…read moreaccounts. Through the financial plan we created we have confidence in our ability to save and invest to meet our future goals. One of our top priorities is saving for our young children's education, she explained the benefits of a 529 and is helping us save in the most tax efficient way for this future expense. She was also able to help us consolidate old 401k's from previous employers. Elena was patient, knowledgeable and trustworthy. The office also has convenient parking for clients in the heart of downtown SLO

Stifel - investing - Updated May 2026

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