Charles Schwab

"Kevin Thank-you for all your time and personal expertise to help me have a clearer vision to achieve my financial goals. Most of all your patience ."

"Moved my account from another firm. The service, conversation, advice and information i received in 1 day was more informative than 2 years were i came from. They are not trying to push any funds and my flexibility where I invest my money, is unlimited at Schwab"

"Kevin has an impressive wealth of market and general financial planning knowledge. He takes the time to thoughtfully consider your individual circumstances and answers all questions. He very efficiently and cheerfully helped us in a situation that involved a lot of paperwork. We were grateful for his help with that and to coach us as we made some important financial decisions. Chandler was always extremely helpful and courteous on the phone from the first time we called and every time since. We highly recommend this branch for expert, friendly service."

"I have an account with Schwab already. I opened up a trading account on Tuesday night, and funds showed in the account on Wednesday morning. Here it is, the following Monday and the transferred funds STILL have not cleared. It’s 2023! Nowhere in the world does it take this long for funds under $1,000 to clear. In the mean while the stock I wanted to buy has now double in that time!"

"I had no idea that Charles Schwab had a branch in Georgetown, until recently. Their courteous and professional service was compelling enough to make me transfer my stocks from other large institutions into Schwab. Extremely happy with the service I get there."