Charles Schwab is a highly regarded financial services company that has consistently impressed its customers. The company's agents, such as Nick Fontanalla and Will Clanton, are praised for their exceptional customer service, patience, and responsiveness. Clients have found the transition process from other financial institutions to Charles Schwab to be smooth and efficient. The company's knowledgeable staff and small-company feel are also highlighted as key strengths. Overall, Charles Schwab is viewed as a reliable and trustworthy financial partner, offering a superior customer experience compared to larger competitors.
I already have some investments with Schwab. I have been fighting to get my IRA moved from a my employer Fund to Charles Schwab. The company kept putting up road blocs.Nick Fontanalla, a great Schwab agent, patiently “held my hand” through the process and I was finally successful. Thank You Charles Schwab!!!!
December 2023
They fail to submit the documents correctly that you fill out at their branch. After 15+yrs with Schwab I'm going to leave for someone who I can trust to do basic paperwork.
April 2023
I can see their office from my apartment. I hand deliver cards to them because one nite I could see the cleaning lady in their conference room vacuuming... So .. I started flickering my lights. Honey, she stopped and flickered her lights. And then I started doing jumping jacks. Then she did it also.And I live above a dance... read full comment
