Charles Schwab

Excellent client services from Casey and the team. After making a substantial amount of money from 3 real estate transactions, I researched how to invest but found the market Volatile, and some of the options confusing. Schwab helped me structure my assets in a way that leaves me with extensive cash flow, while making the remained work for me. The returns are well above what was expected. Highly recommend this firm, and more specifically, this branch/office.

All I can say is Wow! My husband and I were not expecting such exceptional client service as we received from Casey and his team members, Parker and Alexis. They did an incredible job of navigating us through numerous action items and continually following up until all items were completed. I am so thrilled to know they are available should we need any further help.

Huge thanks to Casey and Jess. My husband and I feel comfortable investing with Charles Schwab at the local branch in Missoula. Jess and Casey have been great communicators and have given us a financial roadmap to help reach our goals. We will definitely be staying with them.

As a newbie investor I was looking for sound and experienced advice. The branch personnel recommended investing all my savings when the stock market was at all time highs, then selling after a correction. Thank goodness I didn’t (totally) follow the advice!

I was glad to see a local Schwab office opened in Missoula - and so far my experience with Casey & Schwab has been great. They are professional, courteous and knowledgeable.

My wife and I have been completely impressed with Casey and team. If you are looking for solid financial advice, guidance and planning, look no further!

Alexis was very kind and helpful for someone newer to what Schwab offers

Professional and helpful. Wife and I had a great experience. They clearly articulated a financial path that made sense, and was within reach. Learned quite a bit from them during our first meeting, and they answered all of our questions. Thanks guys.