Michael went above and beyond! From the very beginning of working with Michael, he explained everything in an easy to understand way and talked through every step to help with our finances. We couldn’t recommend him more and will continue to work with him. Thank you!
June 2019
After dealing with an incompetent, unresponsive, and high fee company (AXA), Charles Schwab has been a breath of fresh air. Low fees, no pressure, and most important, a knowledgeable, friendly, patient, and professional staff. Wished we had come here years ago.
Michael went above and beyond! From the very beginning of working with Michael, he explained everything in an easy to understand way and talked through every step to help with our finances. We couldn’t recommend him more and will continue to work with him. Thank you!
After dealing with an incompetent, unresponsive, and high fee company (AXA), Charles Schwab has been a breath of fresh air. Low fees, no pressure, and most important, a knowledgeable, friendly, patient, and professional staff. Wished we had come here years ago.