-
August 2023
I needed to set up a trust account for a decedent. Went extremely smooth and the folks were very helpful.
-
July 2022
The representative I spoke to at this branch did not seem interested in helping with a pretty simple ask in any way. I was surprised given customer service I’ve had with Charles Schwab in the past.
-
November 2019
I'm sure they are helpful if you want to do something that makes the branch money directly. If you just need customer support or have a question, don't waste their time.