Platinum service?
Schwab - bar none the best out there.
I have a team who is always available to me if I needed them but they also have a 24/7 number that has been able to answer any question I throw at them so I tend to just call that number. It's quick. It's easy. It's instant. It's free.
Sometimes they have specialists you can talk to. I had a question about a zero coupon bond and I was given a number of someone to consult with. He answered immediately, and answered the question within seconds. Very knowledgeable.
They had a consultant that took over the application for an account for my nephew who lived in Arizona (I live in Colorado) and my team got the ball rolling here and they followed up in AZ.
They really are amazing.
My personal consultant is someone I now consider a friend. She is located at an office near me. She invites me to every thing Schwab offers. Different seminars, training sessions etc - which are all free and typically include lunch if you are into that kinda thing.
Speaking of lunch - They have taken me to lunch more times then I can count. Never wanting a thing from me aside from just staying at Schwab and you just connect with them. I have been with them for 28 years.
They sent my family flowers when my father died. They took over rolling an IRA into my Mothers name, made her RMD's easy and set them up to take place automatically. Which helped under that time of duress.
That's my experience with Schwab. That's who they are. I will never change company's -- ever. Plus I can just drive down the street and pop in and say Hi.
Never once have they tried to push me to a managed portfolio. All they have ever done is supported me in doing me - the way I do me. They gladly help and do it for free.
Highly recommend them.
"Then there was a woman, a lion of a woman."
