Great office and a great company. My investment strategist, Devante Williams is attentive, knowledgeable and very professional. It’s obvious he takes pride in providing the best service possible, whether you’re investing $20,000 or $2 Million! Coming over from another investment firm where I was essentially a number, my experience at Schwab has been truly refreshing. Only wish I had moved my accounts here months earlier.
November 2023
Devante Williams is so knowledgeable and personable. We recently moved our IRA accounts from UBS and we could not be happier. Devante is so helpful with first steps and easy to talk to. Great location and beautiful office too!
Great office and a great company. My investment strategist, Devante Williams is attentive, knowledgeable and very professional. It’s obvious he takes pride in providing the best service possible, whether you’re investing $20,000 or $2 Million! Coming over from another investment firm where I was essentially a number, my experience at Schwab has been truly refreshing. Only wish I had moved my accounts here months earlier.
Devante Williams is so knowledgeable and personable. We recently moved our IRA accounts from UBS and we could not be happier. Devante is so helpful with first steps and easy to talk to. Great location and beautiful office too!