5 /5 Janet Braden: As we arrived from California, we needed a new financial advisor. We already were familiar with Schwab and had a few accounts with them, we saw that Disciplined Investors worked with Schwab. We walked in and within an hour decided this was the group we wanted to work with. Russell, Sabrina and all the rest are always helpful, informative and we have done very well with our investments with their advice and guidance. I highly recommend them.