Charles Schwab is an outstanding organization. The local office staff is very helpful, patient, and incredibly knowledgeable. They provide excellent service, quickly resolving issues and handling everything from start to finish. The financial planners and wealth advisors are professional, providing clear, thoughtful guidance and sound advice. The website is very intuitive, and phone questions are answered promptly by polite, knowledgeable people. It is a great experience overall, leaving customers confident and highly satisfied.
I highly recommend my financial planner, Martin G. and my wealth advisor Gerrad R. for their professionalism, clarity, and thoughtful guidance. They take the time to understand my goals and provided sound, well-explained advice that give me confidence in my financial decisions. Their integrity and responsiveness truly... read full comment
July 2024
Shermee at the front desk was incredibly helpful in getting me squared away with my paperwork. She was so patient and helpful. Highly recommend if you go in to have her help point you in the right direction.
March 2024
Schwab is an outstanding organization.The website is very intuitive. If I have a question, I simply call, the phone is always answered promptly, by an actual, live person. The person is polite and knowledgeable, and my questions are answered.The local office staff is very helpful and patient.I couldn't be more satisfied.
