Charles Schwab Corporation offers a wide range of brokerage, banking, and financial advisory services. Customers appreciate the helpfulness of the staff, like Trevor, who efficiently assisted with account access without unnecessary transfers. Many enjoy the benefit of having all ATM fees refunded globally and find brokerage questions answered clearly. James Griffin has been noted for his exceptional service, ensuring customers have everything they need. Solange also received praise for being patient and thorough, making initial interactions pleasant. Overall, clients feel valued and are likely to remain lifelong customers due to the personal touch and attention to detail provided by the team at Schwab.
Trevor was extremely helpful in helping us access an older account. He was able to get us new log in and password, account balance and account number without be transferred to a bunch of different people! Even wished me a happy early Birthday! Companies need to hire more people like Trevor! It’s the little details that... read full comment
April 2023
We are very happy with Schwab. All of our ATM fees are refunded, from any ATM worldwide. Our brokerage questions are answered in terms we can easily understand. And James Griffin has gone above and beyond in making sure we have everything we need. We will be lifelong customers.
January 2023
Solange is an excellent CRS. She was patient, thorough, and followed up. She made this initial interaction with Schwab to be a joy. Treated me like a person and not a number. If everyone at the firm is like her, it will be a pleasure to do business with Schwab.
