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January 2024 by bill b.
Went there without an appt, 2 minutes later... making 5.0% in money market with no risk while figuring out where best to invest w Schwab... John and his staff are stellar... Bill Brooks
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December 2023 by Albert K.
Our retirement plan is managed by Charles Schwab so we looked for qualified advisors in the area who would be able to assist in a consultation for future planning. John popped up in the search and we verified his extensive experience which was a requirement for such an important manner. Unfortunately the branch attempted to substitute someone with a much lesser degree of experience without any notice. Are advisors interchangeable? Did they message us before the meeting to give us the option of rescheduling? No and no.Unfortunately first impressions count and I need to trust the people who I work with to be organized and forthright. No thanks to wasting our time and letting us down.
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July 2023 by john W.
A Stellar Experience with Mr. William Hunter at Schwab - Corona Independent Branch!I had the pleasure of meeting Financial Consultant Mr. William Hunter at the local Schwab Office in Corona, Ca, and I cannot express my gratitude enough. My daughter-in-law, Aneesa, a Ph.D. student at UCLA, needed guidance on managing her savings and student loan debt. Mr. Hunter's expertise on ROTH IRAs and the power of compound interest was nothing short of miraculous.During our meeting, Mr. Hunter patiently explained the various account options and how they could work together to benefit Aneesa's financial situation. His knowledge and professionalism instantly put us at ease, and he gladly tackled every question we threw his way.Not only did Mr. Hunter provide us with a well-crafted plan, but he also devised a brilliant strategy to maximize Aneesa's financial future. Thanks to his guidance, she is now all set for a prosperous journey ahead.I highly recommend Mr. William Hunter at Schwab - Corona Independent Branch for anyone seeking financial advice and planning. He is a true expert who genuinely cares about his clients' well-being. Thank you, Mr. Hunter, for your outstanding assistance!
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June 2023 by Dilip Patel
I am with Schwab for more than thirty years. When this office opened two years ago I decided to move my family members and my accounts to this branch. I called and talked to John Kendall, the Branch manager. John was very courteous and polite over the phone. He answered all my questions in detail. John knew what he was talking about. John invited me to his office to discuss my needs. Since then, I have met John a few times and have spoken with him occasionally. Always, good service with a sincere smile and right answers. I have also interacted with Willam at the office a few times,…Read more
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June 2023 by nick rizzo
Very good service and friendly knowledgeable staff
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May 2023 by Melinda A.
My husband and I have managed our finances and investments for over forty years, but we decided to check out a brokerage firm as the market and economy have become a bit more volatile lately. Not knowing which firm to turn to, I made a few calls and found the Charles Schwab branch just a couple miles from our home. What a Godsend this has been for us. Five stars does not even come close to how pleased and relieved we are since we met with branch leader, John Kendall in March. John and his associate have spent many hours, in many meetings, explaining our investment options. John and William are incredibly bright, patient, and very compassionate in understanding our family's unique needs. I really feel blessed to have been guided to this branch and these two service-minded individuals. I feel like I'm dealing with family when talking to them. I highly recommend this branch of Charles Schwab and it's leader, John Kendall for all your investment needs. Thank you John and William for relieving my stress Melinda
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April 2023 by Dilip P.
I am with Schwab for more than thirty years. When this office opened two years ago I decided to move my family members and my accounts to this branch. I called and talked to John Kendall, the Branch manager. John was very courteous and polite over the phone. He answered all my questions in detail. John knew what he was talking about. John invited me to his office to discuss my needs. Since then, I have met John a few times and have spoken with him occasionally. Always, good service with a sincere smile and right answers. I have also interacted with Willam at the office a few times, also. William is a true professional like John. Always helpful. I would recommend these folk to my friends and family members. Dilip Patel
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October 2022 by Trevor Seki (Trevor)
Excellent service!
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June 2022 by Elmer N.
Me and my spouse went to ask questions about various issues. No receptionist or welcome from anyone, despite making eye contact with an associate. Just poor service. We will take our business elsewhere.
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December 2021 by Trevor Seki
Excellent service!
