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October 2023 by Phil D.
After many attempts to get some simple advice - as another reviewer suggested.... The CFP have limited skills to helping people.It's the one size fits all financial advice rodeo.It's the Walmart of Wall Street. Lots of financial professionals "greeters" with big title's and CFP has one answer to every question. Intelligent Portfolios The white label model is churning out depositors....great place to be ignored and lose money Coin operated and managed
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July 2023 by Cass C.
Totally incompetent help. Cannot problem solve. A big customer service FAIL in may book.
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March 2022 by Matthew W.
I have had good experiences with this company both online and brick and mortar. I went in to this branch because I was having an issue with the app. I found the staff to be very professional and helpful, and my problem was resolved. The office is very nice and clean too. They do also validate parking. It would be nice if the office was open on weekends as well but it doesn't take away from the quality of the customer service.
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January 2022 by Pb L
The front representative was expertlyknowledgeable in helping me to get my wiretransfer out at the last minute.Keep up the good work. Thanks.
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March 2021 by An M.
This location is fine but the policies of this company are abysmal if you need to have a power of attorney you must have their form notarized for each and every account no other and a company of this nature requires this is oppressive and I personally went to boycott the company and encourage others to do the same
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March 2020 by Diana D.
Don't go here if you are a first time investor to the game. They are not very helpful at best. I called the office to make an appointment and I was put on hold. I live about 10 minutes away so I thought I would drive there while I'm waiting on the phone. When I arrived at the office I was still on hold. I walked in to the office and the young man at the front desk said "Can I help you"? and I said "yes" you can start by picking up your phone because you still have me on hold for the last 20 or so....Oh!...we are really busy today. Interesting where is everybody? There's nobody here.... In all fairness I went there at 4 o'clock and they close at 5:00 PM. So I figured they must of had a busy day so they're just not picking up the phone. Either way the-man gave me the information to set up the account. Of course I had questions and I had to keep raising my hand and giving the excuse me what does this mean? Finally, a lady came over to assist with the technical questions but she kept walking away and just really couldn't be bothered. Bottom line very little help if any. (the free coffee gives them the second star!)
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January 2020 by Sunny S.
I needed to roll over my 401(k) from a previous employer to my Schwab account. I had a check from my former 401(k) made out to Charles Schwab and came to this office. The lady manning the reception area was not able to look up my account using my name and social security #. So she gave me a pre-addressed envelop where I should mail the check. She said to just mail the check as is and optionally, I could put a handwritten note explaining what needed to be done. Long story short, I stupidly followed her instructions and spend the next 2 weeks trying to track down the check. Per a Schwab phone rep, she gave me the wrong info/instructions and I basically wasted a couple of hours of my time getting this issue resolved. Thanks for nothing.
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October 2019 by Kaz H.
Amazing service, absolutely no complaints. Cleared up multiple issues for me regarding some mailing address issues way faster than I would have been able to from home, since it would have required mailing in multiple forms and faxing over others, but she was able to call a higher up and get things cleared for me right away.
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July 2019 by Hooman S.
I just opened a brokerage account going to this location. Heba was the person who helped me do this. I specifically asked her if they were going to run my credit and she said NO. A day later, there was a hard inquiry on my profile. Also, apparently she forgot to complete a part of my application, as I received an email with form that was not completed. I have called the Irvine branch directly several times and they did not get back to me yet!
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July 2019 by Omar S.
My father referred me to schwab the day I turned 18. This review is mainly referring to the banking segment which is to avoid at all costs. I lost my wallet in another country the debit card was swiped a total of $600 and they refused to reimburse me siting the atm had to have known my pin which was a ridiculous reason. I now use BCU for all my banking, and recommend a credit union. Trading is awesome with schwab such a shame the banking side is lacklustre.
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October 2018 by Jennifer Q.
ok let me start off by saying this place is almost impossible to get anyone on the phone the 6 times i tried calling... and when i did get someone and i explained my situation that i needed to come in person to verify my identity before making changes to the account he said he would take me on a friday. when i arrived the staff said there was no one there left to assist me and that their system did not show that i was scheduled. all of that was just bad news. HOWEVER, my family and i were assisted by Gilbert Gonzales the Client Relationship Specialist and he is the reason why i left satisfied. he informed us that this is not for the everyday customer and their branch handles like corporations or businesses. but he went ahead and called corporate and took care of verifying the identity and not only that helped us get notarized and our take care of our account information which normally would needed to be scheduled another day. HE IS AMAZING. literally why he is the client relationship SPECIALIST. because he is more than willing to assist customers that come in no matter what their problem is. some one give this man a raise. he is the sole reason i didn't give this location a one star review. he didnt have to help us that day and could have redirected us elsewhere or told us to come back another day but nope he was just very helpful and a good person. GILBERT should be running this place! amazing service only by Gilbert Gonzales. 5 stars for Gilbert. minus one star for the rep who "booked" my appointment but didnt really.
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April 2018 by John O.
I've been a customer of Charles Schwab for over 20 years and I'm about to rethink using them. While I also have accounts with E*TRADE and Fidelity along with several banks I needed to open a SEP IRA today given that it was the last day to open a 2017 account. Part of the reason I waited to the last minute was this was the first time I've ever had to open a SEP IRA (vs. traditional or 401K) and I needed to wait until my CPA had calculated how much I should contribute. I started this journey a couple of weeks ago at the Seal Beach location where after standing in line for 15 minutes I was given a card to "call" regarding opening a SEP IRA. WHY do they have brick and mortar locations when all there are going to do is tell you to call their 800 number! Hence today I was running around like crazy and since I was in Irvine I stopped by this location, which is in a large office building and requires the hassle of parking in a garage and getting parking validated, etc. I go in and tell them I want to open a SEP IRA by transferring funds from my Schwab brokerage account. They then proceed to give me a Chromebook to login to in order to open an account and a bunch of forms to also fill out and then CALL AN 800 NUMBER THEIR AT THE BRANCH if I have any questions!!!! Are you frigging SERIOUS! Long story short I had questions they couldn't answer and for some reason Schwab wanted my EIN number (which I couldn't access because the Chromebook wouldn't allow me to access Intuit) so I left. I got home and sat down with the paperwork, logged on to Schwab.com and then called the 800 number they gave me at the branch and a rather curt person on the other end basically told me I was crazy to think I could open a SEP IRA in ONE DAY and I would have to jump through hoops to do so. I hung up from Schwab, called Fidelity Investments who connected me with the Seal Beach office, who were VERY helpful on the phone and who WALKED ME THROUGH THE PROCESS ONLINE. It took me a matter of minutes and I was done. I drove to the Fidelity Seal Beach branch where they deposited my money for the SEP IRA and answered some related questions. Schwab put me through hell to open an account with them and Fidelity actually seemed to want my business and helped me. I've learned my lesson with Schwab and any fleeting thought of consolidating my money at Schwab was just that, FLEETING!
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December 2017 by Frank G.
Worst bond desks prices are always higher than any other you can't set a limit price when you buy or sell, when it's obvious that other buyers or sellers of that bond are getting better prices and the price is not even close!!! anywhere from 5 to 25% off / trading equities are fine
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September 2017 by zinh Do
My kids love this place.