Charles Schwab

Located in Houston, Texas

Address: 2775 Central Expy STE 140, McKinney, TX 75070, United States

Phone: +1 214-385-4142

Rating: 3.9

Review 1 (2024-06-17 - Rating: 5)
Scott is always willing to answer questions and offer suggestions (with no high pressure) that have proven valuable to my family’s assets over the years. He listens to your concerns and is very knowledgeable of current investment strategies. Janet is second to none in her prompt responses and action re. questions and requests. Her diligence in handling every detail ensures that you have an excellent team looking out for your best interests.

Review 2 (2024-02-01 - Rating: 5)
Ive been a Schwab client for more than 20 years, and I LOVE everything about this company in general. Having a local resource like Scott, Janet, and team is a real blessing to our family - they are extremely helpful & knowledgeable, very professional, and willing to assist investors of many different stages of life and asset levels, from our college-age daughter whos just starting out, to my elderly father whos been retired for 20+ years. Scott and team create customized investment plans base on YOUR specific goals, not some product list theyre being forced to sell. Plus, theyre just very nice people, which makes it a pleasure to work with this office.

Review 3 (2020-11-09 - Rating: 5)
Scott and his team are excellent at what they do. I moved all of my liquid and long term assets over to them from several years ago from another firm (Wells Fargo) that was not providing much value. Schwab and their investment strategies, products, and service are second to none.