Charles Schwab

Dec 2023

After multiple calls to "customer service," in the cloud , I decided it was hopeless, and a complete waste of time and things were getting real complicated very rapidly.. I was leary of going into the office , fearing more of the same .. Then there was Julia , who was really on top of things and fixed everything very rapidly .. When we got there she was already familar with all the stuff I had messed up and we started from scratch and she already had printed out the correct forms.. She has a way of explaining all of Schwab jargon in plain English, and was very helpful in every way

May 2021

This was at a satellite Charles Schwab office. It is relatively small but the people working there work as a team so if the person I usually use is not in I can get the exact information I need. Very helpful and quick. They understand what I'm looking for and guide me correctly. Quick and helpful

May 2021

This office at Gainesville have not closed at all and has been there to take care of present clients and future one's too. With all the precautions that are needed at this time because of the virus COVID19.