Thread: Charles Schwab
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Old 08-13-2021 | 03:01 PM
  #9  
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HIFLYR
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From: 777 Captain in Training
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Was not impressed with CS at all. Filled out the questionnaire and went to a meeting with a supposed VP. She said you have not filled out any expenses for travel, cars etc. I said everything will be paid for and I would use my retirement and SS to cover that stuff. She looked at me and said what do you have a 401k for? The meeting was over shortly after that.

Will Lukow at fidelity did a much better job and has good knowledge and ideas relating to contract etc.
YMMV
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