Charles Schwab

My dad is a bit of a jew, in terms of sterotypes regarding money. If there’s nothing else he’s able to imprint upon me, he wants to make sure I have my financial stuff together, and to that end he set me up with a Roth IRA through Charles Schwab as soon as he was able to and has helped me make my maximum annual contributions each year.
Though I hate saving money I feel like I’ll never see as much as anyone else does, the CS staff here are super friendly and have helped to explain the value in what I’m doing. Though I rarely utilize it, CS has an online component where you can adjust your stock selections and your aggressiveness, or your amount of cash versus investments in your accounts– very helpful and user-​friendly, even to a self-​proclaimed financial idiot like myself.
Once you have everything set up, this place is easy to get to and easy to use. Dropping by every few months is simple rather than the chore I expected it to be, and I’m better able to keep an eye on my accounts and make smart decisions.
The office staff, as I said earlier, are super helpful and friendly, and the office itself is clean, welcoming, and well-​decorated, though it is one of the few businesses in the building so sometimes it can feel like a ghost town.