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December 2023 by Andy F.
Charles Schwab has been my stock brokerage since... basically this year. Started with Scottrade which was acquired by TD Ameritrade, which was recently acquired by Charles Schwab.With almost everything being done online or over the phone, there's not a whole lot of need to go to the office. Though there are times when having face to face interactions and direct communication is much more better.This new Charles Schwab office is located along Bishop Street, right before Queen Street at the street level of the Davies Pacific Center. This building has a parking garage, but not sure if there's validation. If not, there's metered parking around. The newly constructed office is super clean, bright, and welcoming, of course.I had an issue that just needed better clarification because communicating through emails and phone calls (which you need to WAIT and WAIT and WAIT) was just not getting anything done. The time zone was an issue, and some people just don't have phone voices (and Aloha spirit).Luckily the team at Charles Schwab were very helpful and patient. The receptionist was exceptional. Friendly, kind, patient, and very helpful in getting the assistance I needed. Their team helped me double check everything to make sure all documents were filled correct and all supporting documents were included.Needlessly to say, everything went smoothly. I'm glad this office is here with an amazing team to guide and assist me in making sure the process is done right the first time.
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December 2023 by Sarah G.
Rude front desk staff who speaks about private at the front desk space prior to bringing client into back spaces.
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September 2023 by Brian P.
Good to have an office conveniently located in town with wasy parking. Professional service with efficient support. Was able to complete me transaction with no issue.
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October 2022 by TeenaSanFran SanFran
Great customer service. Parking available on S. Nimitz side. Grateful for the HNL location.
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September 2022 by Neal H.
Customer service is horrible. I have been trying to make a change to my mom's trust account for the last year. Reps on the phone have given wrong information, lost submitted documents and I have had to resubmit documents and had to pay for notary multiple times due to wrong information provided.
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August 2022 by Bruce Samuel B.
Excellent service by telephone Thank you I was grateful to find the staff knowledgeable and helpful
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November 2020 by E L.
Schwab had been exceptional with its customer service until a recent incident in which I was sold a managed portfolio which claimed to have its management fees tied to performance, meaning no growth, no fees. Well, not only did this portfolio underperform but Schwab took out nearly $1,000 in management fees. It took me months to address this between the local branch and the mainland offices and it is still not fully resolved. The salesperson who sold me the fund has left the company and the new office manager in Honolulu has been very unresponsive and irresponsible--repeatedly not following up when he promised to. Is Schwab buckling under greater macro forces? Proceed with caution...
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October 2019 by Dale Chun
This is a fabulous branch of Charles Schwab. The people there are really friendly and knowledgeable about the financial industry. It's a smaller office as compared with a full service brokerage house, but there is no difference between the service and product quality of a full service brokerage house and this location of Charles Schwab. This office is lead by JJ Johnson and the person that I have been working with for years is Teresa Tanaka. For those looking for a new home in the financial industry should look no further than this branch. Highly recommended!
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April 2019 by Bryan H.
This has been my primary broker for years! I love the fact that they have an actual branch in Hawaii unlike most of the other online brokers. There is usually never a long wait for customer service although it can get busy sometimes. Service here has been very consistent. Parking in the building is easy and you have a grace period of 20 minutes.
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August 2018 by Kevin Aubart
I would NEVER do business with Charles Schwab again! Charles Schwab is a criminal entity. They would lock me out of my checking account and then demand me to uploads docs they didn't need. Yes, unbelievable! You've been warned!!
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July 2018 by Pat Shanley
best broker i have ever had. quick. responsive. trustworthy. thanks.
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November 2017 by D L.
Called the local number before heading down to the Scwab Honolulu office for a notary. Person who answered (got routed to the mainland) said they would do it. Get there and they said they only notarize Schwab documents. It was not like the were busy (I was the only client in the office) but it was not a service they could offer or make an exception. But it was their error for telling me that they would do it in the first place and wasting my time.
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February 2016 by John F.
When I semi retired to West Palm Beach, Florida in late 2000, I consolidated all my accounts to Charles Schwab because there were no minimum purchase fees, inactivity fees or IRA fees. I still remember Tracy, the financial consultant at Charles Schwab in Palm Beach. She was very patient and took care of all exit fees when I transferred my funds to Schwab. It is now over 15 years later and I am still with Charles Schwab because of their outstanding customer service. They have a local branch downtown that validates your parking. If you need to meet with a consultant, simply call a day or two in advance and you are able to speak with a licensed financial consultant for no additional fee. They also have a very cool Keurig, pod type coffee machine and bottled water in the lobby that is all complimentary. Strongly recommended! I don't know why anyone would go anyplace else. #22/100 Yelp 2016 Challenge
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November 2015 by Ema C.
Charles Schwab is a solid company. I had to work with staff from Charles Schwab when my loved one became incapacitated and I had to take over my loved one's finances. - If you are handling the finances of a loved one, Charles Schwab will require a copy of your DPOA (durable power of attorney) as well as a separate notarized power of attorney that is issued by Charles Schwab. Charles Schwab does have a notary on site, but I am not sure if they are free or not. - The process of handling my loved one's finances was easy and quick. Staff faxed my POAs to the mainland and it was less than 1 week until I was able to handle the finances of my loved one. - Charles Schwab also has an excellent estate and trust team. They were able to answer my questions and worked with me when I was needing their help. Staff were personable and when I was traveling between several states, they were able to communicate with me via e-mail so that I could get paperwork completed more efficiently. - I had some possible fraud and security issues arise and Charles Schwab was able to reassure me that it is extremely difficult for anyone to suddenly step in and take over another person's finances. - Charles Schwab's online brokerage system is also easy to use compared to other online brokerage companies. All in all, my family has invested with this company for several decades and we have had no complaints thus far.
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January 2015 by Robert W.
Really good company if you want to invest on your own, or they have qualified staff to guide you to what level you help to. Meaning,pick how much help you want. or perhaps need. Website very efficient and you can always get 24/7 help via their national phone line (808 435-4000) . When something goes awry in placing online trades, which is the least expensive way to trade equities, Schwab representative always very, very helpful and polite. Advice on IRA's, Roth IRA's, 401's: these guys will give you knowledgeable advice and will find answers if they must defer to someone else in company. I trust these guys.
