Charles Schwab - Rockford (IL)

5 /5 Roc Ordman: I had my retirement funds in TIAA CREF. The past few years they showed little increase. So I transferred my money to the stock market at Schwab with Aaron Urbelis. I moved the money in Feb 15, 2024. Today, May 31, 2024, 4 and a half months later, I have more than twice as much money! What a joy. Aaron explains everything clearly. How wonderful. -Roc (retired biochemistry professor)

5 /5 Elise Calderon: Mark has always been extremely friendly, knowledgeable, and helpful when Ive needed help with my finances. His customer service is top notch and his employees have always been welcoming and knowledgeable too. Highly recommend Mark and his team.

5 /5 Jackie Penticoff: Mark has always treated me with the utmost respect and concern. I would definitely recommend all to direct their financial goals in Schwab’s direction. Super impressed with the investment opportunities and the whole financial planning team I met with via ZOOM at the beginning of this adventure. My financial planner is based in Phoenix! Thank you Jackie!!

5 /5 Carleton Trimble: Mark and his team do a awesome job. Would recommend to any local Rockford area investors either someone just starting out, a recent retiree or someone looking escape from the typical advisory service and the fees they charge.

1 /5 Jack Reston: If you enjoy being verbally, psychologically, and physically abused the little mark gerard is the guy for you. I highly recommend taking your financial business somewhere else. This is the MOST unprofessional person you will ever meet. I hope you never have to.