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April 2023 by Sarah Rohwedder
Service was so helpful. Heather at the front desk went above and beyond to aid in navigating a TD Ameritrade/Schwab merger-related challenge.I see there's an option to add photos to this review. It did not occur to me to photodocument the moment.
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July 2022 by Tom Conley
Super friendly, super helpful.
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June 2022 by Bud Bakar
excellent customer service
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April 2022 by Sheila Cole
Went in for an inherited IRA. Thought it would be fairly easy, but now we have to take several additional steps. It's difficult enough to deal with a death, buy this seems ridiculous.
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December 2019 by Connie V.
Long time Schwab customer treated very poorly at this Edina office. My wife walked in with a check that we didn't make out because we weren't sure who to make it out to. They refused to accept it and sent her away! We then spent $25 to overnight the check to Schwab in Texas. Manager offered to reimburse for our troubles....haven't seen it yet! Really poor customer service if you ask me!
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May 2017 by Ks K.
Plenty of Free parking. Nice offices, welcoming receptionist. Coffee & water available while you wait, or during your appointment. Ability to access your Schwab account from lobby kiosks. CNBC monitor in lobby a little loud, but not obnoxious. We went in to rollover old employer's 401k to Traditional IRA. Lots of online tools & assistance with actual paper paperwork. (Signatures & Notary, etc). Certified Financial Planners available to assist with retirement planning including estate planning.
