Charles Schwab is a financial services firm that offers a range of investment and banking services. The staff is described as extremely friendly, professional, and helpful, making the overall process smooth and stress-free. However, some customers have experienced a decline in the quality and care of their personal advisor services after the Ameritrade merger. While the website and call center services are typically good, some branches may have issues with phone availability during regular business hours.
Excellent service! The staff is extremely friendly, professional, and very helpful. They made the whole process smooth and stress-free. Highly recommend this branch!
April 2025
Been with Schwab several years. You can get the job done with their website and typically good service for 1800 call in but our personal advisor quality and care seemed to have drastically declined post ameritrade merger.
June 2019
With them several years. Anything on the internet works smoothly and rates for trades and services are excellent.Personal financial consultant probably really ok if you are a high end investor.
