I had such a great experience rolling my 401K accounts into an IRA with the help of Sagar Sheth. Being a novice in regards to investments and retirement planning, stocks, etc., he took the time to...
Jenette M.
9/23/2021
(4)
I had such a great experience rolling my 401K accounts into an IRA with the help of Sagar Sheth. Being a novice in regards to investments and retirement planning, stocks, etc., he took the time to...
No one ever picks up a phone at this location. This forced me to drive 70 miles to them only to find the front desk people NEVER answer any calls! I am transferring to Interactive Brokers. They...
Since my post I was contacted by Schwab and they admitted that they did not pay personal attention to my case and pleads, so they reversed the erroneous fees. In the end we part as friends, I...
DONT BOTHER TALKING TO CHUCK OR JENNIFER! I transferred several accounts to Schwab. Evangi the broker I was assigned to in the Northbrook office was very accommodating at first and offered to...
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