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December 2023 by Tess R
Horrible. Unable to talk to anyone using the direct line. Gave up, went somewhere else.
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December 2023 by Blake Zeve
Highly professional. Customer service oriented.
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November 2023 by hongxia ji
25782 Chrisanta DrMission ViejoCA92691Sunny Ji
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August 2023 by A Chien
Great staff. Very helpful fixing account mixup when they bought td ameritrade. Always professional. Short lines. Spacious office.
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April 2023 by derek
Schwab is good.The people that work here need help, must hate there jobs because it shows
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February 2022 by Glenn J.
No ego, totally present, wildly competent staff who were beyond helpful. Just an awesome experience -thank you!
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May 2021 by Don Niklas
In and out. No problems.
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June 2018 by Anthony C.
did mortgage refinance thru Charles Schwab. They got us 0.25% lower rate than normal. Quicken actually does the refiance.. Quicken closed in 3 weeks at 4.0% fixed. We fired prior brokers who tried to hit us with additional $2k in fees at closing and had us at higher rate.
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February 2018 by Lawrence H.
I agree. My experience is that they are complete professionals who want to help and are fast and efficient in doing so. Special thanks to Doug Walden.
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August 2017 by Donny G.
I'm really surprised to see so many negative reviews about this location. I had an experience that is a complete 180 from what the other negative reviews have stated. I also thought the receptionist, Carly was really nice and professional. She was really helpful as I've never owned a stock until this past Tuesday. ( Psst... Buy MGTI) I doubt my review will.carry much weight since I'm a novice to the securities world, but if you are a noon like me, visit this branch. Five stars.
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January 2017 by Mark S.
I went in to ask questions about opening an account for savings, retirement planning, and just overall consideration to switch banks. I honestly felt as if I inconvenienced the receptionist. After asking to speak with somebody regarding an opening of an account, she simply referred me to the computer against a wall to create my own account. I guess I'll figure everything out on my own.
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August 2016 by W R.
They recommended and sold us a fund that tanked. We tried to sell it. Schwab said hold on an you will see. So it tanked more. We finally joined a class action suit and got part of it back. Schwab cancelled my account. If you want advice watch CNBC and do it yourself.
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August 2016 by Rich H.
I have found one of the account reps (Eric) to be very helpful. HOWEVER, the receptionist is so unhelpful that I hope to never see her again. I REALLY like Schwab, I love their Westlake VIllage Branch, their Carlsbad Branch and their Irvine branch. It is important for service businesses to understand that "first impressions" matter. The front desk person gives a lousy "go away" first impression.
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May 2016 by Breene Murphy
George Cleary was very helpful with my situation and really went beyond what I expected from a financial consultant from Schwab. Schwab, if you hear this, hire more people like him.
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May 2016 by Robin P Christie
Terrible experience. Stay away.
