I read Pete's review and felt that I should respond with regards to the Schwab experience that my wife and I had. It was 180 degrees from the previous reviewer. I am not disputing his review only...
Michael M.
4/22/2018
(4)
I read Pete's review and felt that I should respond with regards to the Schwab experience that my wife and I had. It was 180 degrees from the previous reviewer. I am not disputing his review only...
Tina at the front desk was super helpful! I had been frustrated trying to get things done on line with my moms living trust account since she passed away. Tina jumped in to action and in less than...
I recently had the same experience where they showed no interest in doing business. I was starting my retirement this year and was looking for a financial advisor. I left several messages for...
Over 2 months ago I met with a Mr. Mefford at the Fort Worth office. I provided a summary of my assets and requested a proposal. I was told the next step was for a Mr. Greg Cella to review my...
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