Adam was exceptionally patient and informative. He showed this Boomer how to take charge of her Schwab accounts. I'm a bit slow with technology, but I feel confident I can manage things now. Especially since Adam is just a phone call away!
February 2023
Thank you Adam for being so professional and knowledgeable with my personal portfolio. You help and explanations far exceed anything I've had in the past. I have been with many firms and advisors and have never experienced such good advise and such a wonderful experience. I absolutely recommend anyone who has had a poor experience with financial advisors to check Adam out. Just a wonderful, caring, knowledgeable gentleman. Thank you Adam
February 2023
My husband and I made an appointment at this location in Lake Zurich and spoke with Adam Schoenwald who is the independent branch owner. I have to say not only was Adam knowledgeable on all of our questions and concerns but spent the time making us feel comfortable with our decisions and directed us in the best position for our future investments. We left feeling confident and would highly recommend Adam if you are looking for honesty and knowledge in your investments.
Adam was exceptionally patient and informative. He showed this Boomer how to take charge of her Schwab accounts. I'm a bit slow with technology, but I feel confident I can manage things now. Especially since Adam is just a phone call away!
Thank you Adam for being so professional and knowledgeable with my personal portfolio. You help and explanations far exceed anything I've had in the past. I have been with many firms and advisors and have never experienced such good advise and such a wonderful experience. I absolutely recommend anyone who has had a poor experience with financial advisors to check Adam out. Just a wonderful, caring, knowledgeable gentleman. Thank you Adam
My husband and I made an appointment at this location in Lake Zurich and spoke with Adam Schoenwald who is the independent branch owner. I have to say not only was Adam knowledgeable on all of our questions and concerns but spent the time making us feel comfortable with our decisions and directed us in the best position for our future investments. We left feeling confident and would highly recommend Adam if you are looking for honesty and knowledge in your investments.