Charles Schwab Federal Rd, Brookfield

The client service from Richard Sica is a level above. Friendly, efficient, and precise, I felt at ease that all the details would be right. I should also mention that Richard is also LGBT-friendly! My trust was finally created while I was travelling and away from my home in California for several weeks. We arrived an hour before closing and Richard helped me retitle my brokerage and bank account in the name of my trust. At times, over the next day or two, additional information was needed, and Richard was quick to get in touch throughout the process. Richard stayed 15 minutes after closing to ensure all the forms were correct and coordinated with the back-office folks. This level of service makes me consider expanding my relationship with Schwab.