September 2025
Joseph is great! He is welcoming, patient and knowledgeable. He is able to solve my account problems promptly and efficiently. It’s important to have the client feel confident on the device and knows some can always get professional support.
June 2024
Long time client. Excellent service! Excellent website! Excellent documentation for tax preparation!
February 2022
I have had accounts at Schwab for many years. The folks at the branch in Los Altos have always been courteous, knowledgeable and prompt. I have rarely waited more than a few minutes to get service. Their online web pages are well-organized and helpful as well.
