It's Jan 1, 2026, and Vanguard's Online system is down…read more I just want to download my 401K data, but no access on a holiday? For a system that's mainly automated, this is pretty weak.

During training....never saw or spoke to any managers to get a WELCOME. Usually that is the norm in…read moremy work history. The turn over is high. Information passed around is always confusing when helping clients due to so much personnel movement and new hires. You get tons of tools to use but they throw it at you in speedy training courses they have for new hires. One really feels lost and tries to fake it til u make it or get a new job elsewhere. Smh

We worked with Brandon, and he was excellent. He took the time to explain everything thoroughly,…read moreanswered all of our questions, and always responded quickly whenever we reached out. The process was simple and straightforward, which we really appreciated. Not only did Brandon help us better understand our coverage, but Stewardship was also able to save us money on both our home and auto insurance compared to the agencies we were previously with. It feels great knowing we have good coverage and a team that is responsive and helpful when we need them. We highly recommend Brandon and the Stewardship team.

We were looking to refinance and wanted the best possible rate while working with someone we could…read moretrust to truly have our best interests in mind. Brian made that easy--he was incredibly responsive, attentive, and thoughtful throughout the entire process. He took the time to understand our needs, helped us secure a great rate, and made sure we felt confident every step of the way. Now we feel at peace knowing we made a wise financial decision, saved money, and actually enjoyed the experience along the way.

I've been working with Allison for almost a year now and truly can't recommend her enough. She…read moremakes you feel so comfortable talking about finances and has a way of empowering you to feel confident in your decisions. She's helped me plan for a big life transition with my upcoming marriage and navigate how to combine finances in a thoughtful way. I feel so much more prepared going into this next chapter. She's also incredibly organized, responsive, and easy to work with. I'm so grateful to have her as a resource.

Allison is an amazing individual and cares deeply about her practice her team and her clients…read morebalancing family and financial planning isn't easy yet she makes look like a walk in the park!

Joe Laux has been our family's investment manager for several years. My wife and I grateful for…read morethe expertise that he and his Partner wield in effort to serve our needs. The clients I've referred to Joe also rave about their service and more than that Joe's character. He is trustyworthy, smart and fun to work with. More than anything I'm grateful for the 'Financial Peace' that we are achieving with Silverhawk's help.

I have never met or heard someone speak like Kaitlyn, as she is so passionate for helping others…read more She is truly one of the best people that you could have working for your money and assets. She is a very ambitious woman with a heart of gold. Thank you Kaitlyn for all you do!

I moved my account to fidelity because they had people in the office for direct help. I was told…read moreby my account rep that the forms missing from my tax prep would be there on friday. I drove 10 miles to hear that my rmd forms were not there. None of the agents I work with in that office. Get people back in the office. Working at home is not the type office I want. There were only a handful of very junior personnel in the office. This new office is a joke. Get your people back in the office to service the clients James 303 378 5608

Once your funds are at Fidelity, they do everything possible to prevent or make it difficult to…read morewithdraw your money. I attempted to pull out money and then decided to close my account because of the runaround I got on every request. The customer service experience is terrible because the agents are restricted from solving actually our problems. Every hurdle to prevent you getting your money out is offered up. They can't even tell you an ETA on a service level; instead they have to send you a document full of legalese which didn't even have SLAs. What a joke!

Received an invitation through regular snail mail to attend a financial seminar. I called, made a…read morereservation for myself and a friend. THE DAY OF THE SEMINAR, I received a text that I was not eligible for the seminar. I had to call my friend to tell them the event was off. If this business cannot manage a simple thing like their invite list, do you think they can manage your money? Beware!

Funny people, I don't recommend this office! They are doing a lot of spam through third party and…read morenot taking responsibility.

I'm thrilled with the service and attention to detail. It's…read morealways an uneasy change to make, transitioning from one financial adviser to another. However, Angelica went out of her way to make sure my questions were answered completely and thoroughly, while her team organized all the records for my keeping. I can't recommend Angelica enough - as a new client. Likewise, based on the references my friend gave, I can expect some healthy growth in my portfolio over the coming years. HIGHLY RECOMMEND!

Angelica Prescod is a class act.... at the very top of her field. I have been one of her clients…read morefor the past 5 years. She is extremely personable, engaged, and expertly knowledgeable; always going the extra mile in the best interests of my family. You can't ask for a more dedicated and skilled person to manage your portfolio. Looking forward to the years ahead.

Charles Schwab is the place to go. Professionals in every facet of money management. 100% great…read moreexperiences with CS over the 15+ years my family and I have been clients. Steven Crane has been my go to contact since day one; he couldn't be any more honest, kind and concerned for his clients' funds.... Jenna Ruth is a new, additional contact I recently communicated with, she & her team show the same "love" and follow through Charles Schwab is known for. Thank you! $$$$$$$$$$$$$$$$$$

The workshop I attended at this location gave me an opportunity to learn more about dividend…read moregrowth. There was an intimate group of six attendee that listened to the presentation over a complimentary lunch. The hour in the meeting room flew by. Out of the three Charles Schwab locations I have been to this one places second for friendly and knowledgeable staff.

Trajen has a winning ideology that no one is too much of a financial "noob", and being fiduciaries,…read morethey're more about you than commissions. Nathan was amazing, he took the time to explain the company's stand on various investment strategies and potential pros & cons. He gave me various scenarios and detailed their potential ups & downs. - I especially recommend them to people juuuuust starting out on their financial / investment journey. I was treated with the respect and dignity that other firms can blow off because you're not investing mega millions (been there!).

Listened to their advertisement 10%…read moreA year etc I was told it would mature in 10 years Find out it's 16 years and no where near the 10% got back in 8 years less that I put in. Do not listen to the BS advertising Not happy I was mislead

Michael is familiar with my finances and makes filing yearly taxes a breeze!…read more Also when they have seminars, I find them extremely informational!

Please treat your clients with more respect. Unfortunately my experience was terrible. I cannot…read morerecommend this company services. Their attention to details was lacking and very unprofessional