Charles Schwab provides brokerage, banking, and financial advisory services. It is considered the gold standard of client service, with unbelievable customer service. The firm offers great diversity of investments and independence in how you invest. Consultants are described as an absolute pleasure to work with, always nice and not pushy. Some clients note a high turnover of consultants but successfully use services like Schwab Intelligent Portfolio, monitoring investments mostly on their own. Overall, it has worked well for families investing over many years and decades.
Excellent customer service in the SLO location by Noah Aragon. He was very knowledgeable, helpful and answered our many questions. We mistakenly thought we had an appointment and when we arrived instead of turning us away, he helped us to sign the necessary documents and get our account open. Highly recommend
January 2025
sam is the best. i’m going to be so rich because of him.
May 2024
Jim Hamari has been my financial consultant for about 25 years. He is an absolute pleasure to work with. As I said to some friends recently: "I consider Schwab to be the gold standard of client service. You can double that for Jim Hamari."
