-
December 2023
Terrible experience with the local branch. I called ahead and was told to just walk in. When I walked in, there was no one to talk to me to help me open a brokerage account and a custodial account. I do not recommend this branch.
-
July 2022
Emailed several people here trying to make an appointment and only one person responded but then stopped after a couple of emails.
-
May 2022
Be very cautious in considering using the Schwab Robo hybrid service. They really did me a disservice in what they put me into. Cost me a lot. Inexperienced advisor.