Charles Schwab - San Luis Obispo (CA)

Tiffany Jenkins-Nelson I just want to say since Ive been coming here for 5 years, their customer service has been excellent! There hasnt been a time that I havent gotten the help I needed, and to me going there was like therapy! From the security at the door, the employees taking your name for waiting purposes or getting to the Windows for cashiers checks or whatever business I have need to take care of has been exceptional. All the women be dressed to kill and they are very professional. Keep up the good work! They cant please everybody because everybody dont carry themselves like me! Lol I feel like VIP when I walk in the door but thats the experience I choose.

Vincent Keever I am glad I found Chantel Bonneau at Northwestern Mutual. She has really helped me take a more holistic approach to my planning. The retirement projections and plan tools were top notch too! A great way to see where you are and ways to bridge the gap to actually achieve your retirement goals.

V S I was set out seeking life insurance for myself and my wife. Given all the different types and options for such policies, Sue was instrumental in providing meaningful information in a timely manner. As well Sue was great in following up on information provided to see anything more was needed to make an educated decision on such critical policies. I would highly recommend Sue Cunningham for her professionalism and in her partnering with great insurers offering quality products.