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December 2025 by 2 B
CLOSED PERMANENTLY with NO FORWARDING / MOVED TO ADDRESS
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August 2025 by Makena McCall
I would give this place ZERO stars if I could. I came here as a young adult trying to get serious about my finances and instead wasted my time. I asked clear, specific questions about a Roth IRA and the staff member couldn’t answer them. I had to repeat myself multiple times just to get a straight response, and even then, nothing was helpful.
The meeting dragged on until I finally cut it short myself. Only once she realized why I was there did she rattle off a 30-second explanation and then tell me I’d have to figure it out on my own. Completely unprofessional and dismissive.
I walked out unsatisfied, frustrated, and honestly shocked at how little effort or knowledge was shown. Do yourself a favor—skip this branch entirely and take your business somewhere that actually values and helps its customers.
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September 2024 by Rajeev Joshi
Wanted to use tokens as a part of the 2-factor ID. Firstly, the lady at the front desk did not know what it was, called the help line and they too apparently could not help! I asked for the branch manager- he was not available but would call me back to address my needs; never did. The one star is what this particular branch should get, but I’ve given it a 2 star as I could get my needs addressed at another branch after spending a couple of hours
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April 2024 by caleb gannon
I just immigrated to the country, and was treated like a national threat by their customer support line while trying to verify my account.Horrible experience, devastated that I will have to continue working with them as they were selected by my employer.
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November 2023 by J Z
The company has a lot of good products. But services at certain locations are horrible. I noticed the more people a branch office has, the poorer the service is. Too many people, no one wants to do the job, someone will have to cover.
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November 2023 by Kaibo 硅谷凱哥 (ChineseBay)
Very reliable and professional service! Our whole family uses it! Retirement planning and long-term investing.
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November 2023 by Bay Area Chinese (ChineseBay)
Very reliable and professional service! Our whole family uses it! Retirement planning and long-term investing.
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July 2023 by Joe Z.
Schwab including TD Ameritrade has an array of good products but their services in Cupertino branches need quite improvement. There are plenty of people at the branch offices but no one can be reached in trading or non-trading hours. One time I went to the branch office for international wiring-in instructions. After at least 10 minutes, a lady came out evidently from her sweet nap and reluctantly gave me something in writing, but resulting in immediate bouncing of the fund back to the sender. I went back and asked the info again. The same lady argued that she could not make a mistake and the sending party definitely made errors. I verified the sender followed her instructions precisely and had to call the Schwab central line and obtained an entirely different instruction (through an intermediary bank in NYC). What if the money was not bounced? My God, there are some dangerous/inexperienced/lazy employees handling our assets.
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November 2022 by sherrie
The service here was fabulous. I made an appointment to get help so that I could change title to manage my parents 5 accounts because they are no longer able. Annie took care of everything- printed all the paperwork, marked what I needed to fill in/sign, went through all of my documents, found, and made copies of the ones she needed. They notarized all 5 documents. It was all done very efficiently and at no cost. I highly recommend.
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May 2022 by Bryant L.
Writing for my parents because they don't have a yelp account. All I have to say is Ms. Ruth Phillips was extremely knowledgeable and helpful! She was able to quickly resolve my parent's issues. I have nothing but good things to say about her and will ask her if we have any issues in the future. Thank you!
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May 2022 by CHEN-YIN WU
Super helpful and friendly staff!!!
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March 2022 by Sue Y.
Disrespectful and unprofessional! Complete waste of my time and gasoline! I am not recommending Schwab.
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February 2022 by sherrie schmit
The service here was fabulous. I made an appointment to get help so that I could change title to manage my parents 5 accounts because they are no longer able. Annie took care of everything- printed all the paperwork, marked what I needed to fill in/sign, went through all of my documents, found, and made copies of the ones she needed. They notarized all 5 documents. It was all done very efficiently and at no cost. I highly recommend.
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September 2020 by Carlos STRINE
Because location closed. .
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July 2019 by L S.
Totally incompetent. I flew into town because my 81 year old mother wanted me to go into this Schwab office with her so she could transfer some of her assets to me. Though both Mom and I were present in the office, VIVIAN at the front desk ended up transferring the assets into SOMEONE ELSE'S ACCOUNT!!! Some random person! It was only because I noticed that two weeks later no assets had been transferred that I started making calls. It took us so many ridiculous phone calls and so much time and so much anxiety for my elderly mom to figure out what had happened and my poor mother had to go back by herself and redo everything. They owe us a serious apology but better yet, just STAY AWAY.
