Charles Schwab 4th St, Santa Rosa

The last few months, I have been working with Zack Swad at the Santa Rosa Charles Schwab office, and his assistance and advice on Retirement Planning, Risk Assessment and Asset Protection have been invaluable in planning for my financial future. His services have been extremely educational and useful in my future financial planning. I never felt any pressure to purchase other Charles Schwab's services, but I have come to realize the utility of some of the offered services and will be seeking those in the near future. Zack was very thorough in learning about me and my financial goals. He took the time to utilize that knowledge in the most financially beneficial way for me. I would highly recommend him!

For years I kept getting emails saying that a Schwab consultant would work with me and I ignored them. A few months ago I was making major decisions and decided to give it a try. Wow, was that the right thing to do. Zach Swad has been amazing. He took the time to understand what we wanted and helped build a plan that allowed us to achieve our goals. After that he helped us find a partner organization that could help us manage our finances. Making that call was a very good decision!

Schwab staff - by phone, not this branch - made a lot of promises to get my money. They stated they had products that I wanted, but it turned out they didn't. They stated they would help me figure out a reasonable accommodation, they didn't. I kept hearing different descriptions of policy from different staff and kept hearing promises of how they were going to make things better. More falsehoods. They did open accounts without my permission. They also transferred money between my accounts without my permission (to get around company rules in the way of providing services.) I know nothing about this branch, but I'd stay away from Schwab.

Zack Swad has been our financial advisor for more than 4 years. Over that time he has provided excellent advice for investing our retirement portfolio to make it last as long as we do! Earlier this year, he talked us off the ledge when we were very concerned about the impact of election uncertainties on our investments. He did this by providing us with an updated analysis and projections on our accounts under various scenarios. After reviewing the analysis with Zack and an associate, we decided to stay the course and were glad we did. We highly recommend Zack. In addition to his financial and investment creds, he is personably and friendly.

I transferred all my investments from another management firm a few years ago because of minimal response from the manager. Years later, I'm still so happy with that decision! Zack S. has been there every step of the way and my investments take care of themselves. We have at least an annual talk and when I do have extra questions, they're answered quickly and completely. I moved out of the area a few years ago and have been successfully working with Zack S. to take care of my investments via email and calls. Thank you, it's one less thing to worry about!

Great branch, both knowledgeable and friendly . I would definitely recommend this branch if you live in the area.