I came in having some issues with my account. Alisa (sp?) helped me with patience and courtesy. When dealing with my personal information, she politely asked the customers behind us to give us...
Charles Schwab
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I just immigrated to the country, and was treated like a national threat by their customer support line while trying to verify my account. Horrible experience, devastated that I will have to...
So impressed by the entire intake and online platform experience. I opened an IRA account online with no issue. I called customer service, who was very responsive and they guided me to visit the...
Never answer the phone. The reception area is super nice and usually good service in the lobby. Please start answering the phone
Protip: When donating money to a charity, consider giving stock. You won't pay taxes on the capital gains, as long as you've held the stock for at least a year. Due to "security" policies, I...
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