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November 2025 by BIN CHEN
Matthew is very professional and fast. Give him 5 stars.
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September 2025 by TeenaSanFran SanFran
20250915 First time needing to visit our local office and Matthew Welsh in the reception was awesome! He helped me get my asset transfer papers populated and printed and all I had to do was provide him my wet signature and eTrade’s latest statement and viola! Transfer initiated! Grateful for the professionalism and great customer service. Thanks, Matthew! THIS is why I’m transferring my full account over to Schwab 👍👍
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August 2025 by LOUIS ROSSI
Nothing but the best
Closed my bank accounts and now use them for all my financial needs
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June 2025 by John Bryant
This is not your average retail bank branch, just as Schwab is not your average retail bank. They do not handle cash here. I use this location to deposit checks that aren't accepted on mobile and to drop off forms. Everything else can be done online. Schwab is one of the best, if not the best, for brokerage and retirement accounts. They also offer a companion checking account with bill pay and an ATM card that refunds ATM fees globally.
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March 2025 by J P
Advisor Ana helped me fill out custodial forms. She was professional, polite and patient.
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March 2025 by Michael Burnstein
So far, I have been impressed. Friendly, efficient front end staff. My advisor has been helpful.
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March 2025 by Lon Edwards
They do not work with their clients when they need a notary. Only on their document will they notarize. I needed to go to my bank to get documents notarized, which takes up time I do not have on my day off.
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January 2025 by jenny Kay
Not bad, but why don't they have any female advisors at this location?
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December 2024 by Rus Rossini
Really nice office. Front desk was professional and courteous. Was able to take care of needs in a fast and efficient manner
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April 2024 by Johnny Doe
Unprofessional. I asked questions they had no answers to. I needed paper work to fill out and sign on behalf of a family member that passed away. Scheduled an appointment with them in advance and when I got there I waiting over an hour before they even decided to print the paperwork. For such a high end company this is one of the worst banks I have ever had to deal with.
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November 2023 by Paul Einarsson
They have so many services and tools to help you with your finances and save you so much money that you can't possibly figure it all out I just focus on what I need and I am so happy
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November 2023 by MYSOFTCLOUD WEB* (VERIFIED@MYSOFTCLOUD)
Pending review of Trusted X.
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November 2023 by Honest Reviews
Take from
Someone with over ten years of banking experience, this bank has some of the worst customer service in the business.
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November 2023 by MYSOFTCLOUD DUB YOU EBB FLOW ANONYMOUS (BDUBFLOW)
Pending review of Trusted X.
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September 2023 by Jesse Ibison
Lots of accounting issues from close to open. Very disappointed in Schwab mobil app.
