All I can say is Wow! My husband and I were not expecting such exceptional client service as we received from Casey and his team members, Parker and Alexis. They did an incredible job of navigating us through numerous action items and continually following up until all items were completed. I am so thrilled to know they are available should we need any further help.
October 2022
Huge thanks to Casey and Jess. My husband and I feel comfortable investing with Charles Schwab at the local branch in Missoula. Jess and Casey have been great communicators and have given us a financial roadmap to help reach our goals. We will definitely be staying with them.
May 2022
Huge thanks to Casey and Jess. My husband and I feel comfortable investing with Charles Schwab at the local branch in Missoula. Jess and Casey have been great communicators and have given us a financial roadmap to help reach our goals. We will definitely be staying with them.
All I can say is Wow! My husband and I were not expecting such exceptional client service as we received from Casey and his team members, Parker and Alexis. They did an incredible job of navigating us through numerous action items and continually following up until all items were completed. I am so thrilled to know they are available should we need any further help.
Huge thanks to Casey and Jess. My husband and I feel comfortable investing with Charles Schwab at the local branch in Missoula. Jess and Casey have been great communicators and have given us a financial roadmap to help reach our goals. We will definitely be staying with them.
Huge thanks to Casey and Jess. My husband and I feel comfortable investing with Charles Schwab at the local branch in Missoula. Jess and Casey have been great communicators and have given us a financial roadmap to help reach our goals. We will definitely be staying with them.