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August 2023 by lunarLouiee (theecadet)
My mother sick and they were helpful in regards to sort through the situation
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September 2022 by John K
If you need in-person support, they are very helpful.
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January 2022 by john korting
If you need in-person support, they are very helpful.
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May 2019 by Daniel B
Really great people at this location. I've been using them for a while now and I'm nothing but pleased with my experience. I'd inherited a portfolio so that's why I started using them and I'm glad that I did.
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April 2019 by Susie W.
I have been a client for approximately 2 years and have had nothing but wonderful service! I think the staff is amazing and have always bent over backwards to assist me with any questions I have. In addition, I have spoken to the manager on occasion and I find Matt to be a very courteous, knowledgeable and thoughtful person with only the best interests of his clients in mind. I would recommend Charles Schwab to anyone looking for honesty and integrity regarding your financial services.
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February 2019 by Scott Cooper
Wendy has been great to work with over the last decade. We have been very pleased with her communications and our portfolio performance. She is a great resource to us and we have referred two family members who work with her as well.
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December 2018 by Lou Chodosh
Always helpful
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August 2018 by Summit Shah
I was a previous client of Schwab's and needed monthly statements for my accounts. I called the local branch and spoke to Trish. At first, she said that she was too busy to help me because she was in the middle of something. Then when I asked her when she could get back to me, she replied that she doesn't have access to my information. They are only interested in gaining new clients and not serving their current or previous clients. I would look to another investment bank if you are looking for a high touch place to invest your dollars.