Charles Schwab

Dec 2023

We parted ways with our financial advisor. Since he put our funds into Schwab, we had a learning curve figuring things out. Tom was far more helpful and attentive in 2 visits than our advisor was in months. We now have the confidence to trade on our own and know that Tom is there to help if needed. His wife and assistant, Ann, is great, too!

Dec 2022

Outstanding experience from beginning to end. Quick appointment to fit into my schedule. Mr. Tom McCormick took his time to assist me in opening a Roth IRA for my daughter. As a new investor he helped her feel confident investing for the long term and took whatever time needed to explain the Charles Schwab platform. Mr. McCormick is a great representative of the financial industry. Nicole his assistant was very polite and personable, overall great experience at the investment firm.

May 2021

Charles Schwab company purchased TDAmeritrade I am with TD. TD had local branches for customers to use when needed. The two companies have not completely intergraded yet, but Schwab closed most of the TD branches. So far I don't care for the way they are going about the merger or the lack of communication with the customers.