INCREDIBLY BAD SERVICE!!! The front desk girl was very rude and acted as we didn't exist. We wanted to see a financial advisor as a walk-in and she wouldn't even make us an appointment for another tim

*****SCHWAB IS TERRIBLE**** they don't give you any warning that their 529 won't count toward Indiana529 credit. I wasted time running my daughter's funds through their 529 which is only compatible wi

Not feeling the love from Fidelity, I looked at switching to Schwab. I walked in with no appointment and someone was able to squeeze me in. Fidelity would not give me a single piece of advice for free