Financial Consultants near Morrisville

“"The person at the front desk" got a bum rap in an earlier review. I've come in to this office a few times over the years, usually with specific questions so complicated that they would make your head spin. I needed to be shown things in documents and have them explained to me. I needed to talk to a live person face-to-face.This has happened three times in the past couple of years. All three times, James was at the front desk, and he is without a doubt the most superbly informed person I've ever met at a front desk. He was knowledgable about every form and tricky situation I presented him with, and was able to clearly explain some very complicated procedures step by step. And all with good humor.Earlier in life I worked in the securities industry, so I can appreciate the value of someone like James in an office. In this age of internet transactions and phone-based customer service, it's time-consuming to have to drive to an office to get something done, so I want that time to be well-used. A trip to this Schwab office has always been worth my while, mainly because of James.This is a sincere, unsolicited review. I just wanted to set the record straight. Occasionally other people are at the front desk. I don't know who was there for that earlier unhappy reviewer, but I stand by my repeated experience.“

“We have been with MWM for 3 years. They are knowledgeable trustworthy and proactive. Harold is easy to talk to and very accessible. The Staff is well informed on handling financial matters. I would recommend MWM if you are looking for financial guidance.“

““

“Personnel very welcoming and knowledgeable and all right procedures taken for protection against virus. Good investment brokers. Parking on street with meters.“