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August 2024 by Anonymous OT
I’ve got to say I read the negative reviews & took them with a grain of salt , but you need to visit this place is person to really take into account how much a disservice they are providing to Schwab customers . I live in DC so my expectations & standards of service are a bit higher . The interaction I had with one of the “financial experts” & I use that term loosely was ….,disappointing , it was a strange dynamic between not having a clue about what she was discussing & not really making an effort to help me . The higher ups should really look into doing some serious damage control or they’ll end up tarnishing the reputation of Charles Schwab . I have a significant amount of holdings with this company . I know for a a fact if the woman I spoke with pulled up my account she would’ve been greatly …humbled . My Washington DC branch takes very good care of me so I’ll just be conducting business with them once my contract is Tampa is done . Do better ,
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July 2024 by Bob Safransky
Totally upgraded the ease of use and features... one of my favorite businesses!!
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June 2024 by Liliet Silveira Silvente
I try to talk to someone and it's impossible. I'm tired of calling and having horrible service, I still haven't been able to solve my problem...
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January 2024 by Victoria A
I cannot say enough positive things about Jonathan and Katie. Thank you!
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November 2023 by KD H
Disappointing customer service and ethics
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November 2023 by Bill Tackett
They have many advisors....I called to make an apt. on mon. by thurs still no call back. They don't pick up the phone. Kicks out to the national number they reached out to the branch to have them call me. So not even an email to the branch could get a call back. No service.
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November 2023 by DK ER
Disappointing customer service and ethics
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July 2022 by Sara Maher
Don't bother opening an account. Can't get an answer to simple and straightforward questions.
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March 2022 by David Brown
Great service ... Thanks!
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January 2022 by Paige G.
Aaron was so nice and helpful! He helped me roll over my old 401k's into an IRA. The appointment felt very personalized and I did not feel rushed into making any decisions.
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July 2021 by Barry Rosenblatt
Had a great sitdown with a CFP, Tucker Dooley, who gave me all the time and help I needed. Have a Schwab acct for over 30 yrs and happy to have the help locally.
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March 2021 by Louise p
Can't get anyone on the phone to answer a simple question. I'm seriously thinking of moving my account to firm with better customer service.
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November 2020 by Scott M
Schwab has provided me excellent customer service for over 20 years.
I do everything online, but needed a branch.
They did as well in person as they have online.
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November 2020 by Louis Nguyen
best bank !
no monthly fee account, creating account online is super easy and convenient. got the card within a week. the card has amazingly sleek look!! love itttt
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February 2020 by Scott McKinstry
Schwab has provided me excellent customer service for over 20 years. I do everything online, but needed a branch.They did as well in person as they have online.
