Charles Schwab provides excellent service to its clients, with helpful and pleasant staff ready to assist with various needs. Customers appreciate the knowledgeable advisors and estate planning specialists, such as Marjie, who have been invaluable over the years, saving clients money on legal fees. The office environment is welcoming, and services like changing security codes or logging into accounts are handled quickly and efficiently. Clients also receive assistance with family trusts, showcasing Schwab's commitment to supporting families in managing their finances. Overall, Charles Schwab is known for its reliable and friendly customer service.
Got the job done, but relatively rude kid at the front desk. Why not have someone personable greet and help customers?
November 2023
I've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists (Marjie in particular) have been invaluable; readily available, knowledgeable and probably saving me thousands of dollars in estate lawyer fees.
May 2023
Help with Family Trust. Thanks to Jarumon Peiffer who assistanted in opening up an account for my Brother and myself to help take of our Mom.
