August 2025
Great Help with my account update, I definitely would recommend Charles Schwab for your financial needs. Great service.
July 2024
I've had nothing but great results from my relationship with Schwab. I have a "personal " advisor and she's been very helpful.
September 2023
I needed help with a transaction in my TD Ameritrade account that has not been transferred yet. Your client service representative, Patricia O'sullivan, went to extraordinary lengths to help me. She deserves 5 gold stars.
