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In retrospect, I wish we’d brought The Paciello Group into this one earlier than we did. We received the following from one of our clients after they spoke to Leonie: “I thank you. If I weren’t already a client, I certainly am now, and I’m glad for having referred a number of friends and family members to Schwab over the years.

Stephanie Reilley, Product Manager Investor Online Services, Charles Schwab & Co.