“Having been content with my 457 Plan Management at Mass Mutual, I was disappointed with the forced transfer of my Wayne County Plan to Prudential. They were so difficult to work with, and I was so dissatisfied with their Reps, that I insisted on making a change. I was told by someone in authority at Wayne County that I could opt out of the 457 Plan, and transfer my assets to an IRA. I chose Charles Schwab - Great Choice! Although Prudential cheated me as I left by selling my positions w/o my permission, Schwab has proved to provide the perfect choice for me, given my Investment strategies, and level of knowledge. Now, I use nothing but ETF's. In 2022, I broke even, when the S&P was down almost 20%, and the SH inverse S&P ETF was my biggest profit-maker! As I approach my 75th Birthday, I've achieved a 13X, that is, multiplied my NAV by 13 times, from its low in March of2009! Never could have done that with either of the prior 2 firms. Thank you, Mr. Schwab!“
Financial Consultants
“Having been content with my 457 Plan Management at Mass Mutual, I was disappointed with the forced transfer of my Wayne County Plan to Prudential. They were so difficult to work with, and I was so dissatisfied with their Reps, that I insisted on making a change. I was told by someone in authority at Wayne County that I could opt out of the 457 Plan, and transfer my assets to an IRA. I chose Charles Schwab - Great Choice! Although Prudential cheated me as I left by selling my positions w/o my permission, Schwab has proved to provide the perfect choice for me, given my Investment strategies, and level of knowledge. Now, I use nothing but ETF's. In 2022, I broke even, when the S&P was down almost 20%, and the SH inverse S&P ETF was my biggest profit-maker! As I approach my 75th Birthday, I've achieved a 13X, that is, multiplied my NAV by 13 times, from its low in March of2009! Never could have done that with either of the prior 2 firms. Thank you, Mr. Schwab!“