Charles Schwab

Jul 2023

I recently dealt with your employee named Alex in Omaha. She was absolutely wonderful. After several weeks of being snow balled, hung up on, lied to at the West Des Moines branch i was fortunate enough to get Alex on an 800 number. She understood everything i explained that had been happening to us, and even checked with 2 different departments while i was on hold. After weeks of the run around, Alex called me back not even an hour later and had our problem solved. Can’t say enough about how great she was to deal with.

May 2021

I couldn't ask for a better consultant ...Daniel Roper is very knowledgeable and professional. He makes you feel that your financial interests are in the hands of a friend instead of just another corporate sales person.