Reviews for Charles Schwab

Aug 2024

Charles Schwab, represented by Mark and his team, is highly recommended for financial planning. They are known for their exceptional customer service, friendliness, and knowledge. Investment opportunities are commended, and the financial planning team, including a planner based in Phoenix, is praised for their concern and respect towards clients. They are a suitable choice for investors at any stage, offering a refreshing alternative to typical advisory services with lower fees.