-
June 2023 by Michael S.
They have been extremely helpful over the many years that I've been with them.Good listeners with thoughtful, timely suggestions.The are always prompt in their responses as well as empathetic & compassionate when times get tough.
-
February 2022 by Ben Andring
Received an IRA distribution letter. Went to the local office to try and access my funds. The lady behind the desk wrote down a number and told me to call it. I was bounced around between departments, until I was given a phone number for a completely different company. I called that company, that then informed me it was indeed Charles Schwab who had my money, and this company gave me a different phone number to call Schwab at. I was then informed I had to set up an online account and that it would take several more days before I could access my fund. I have wasted an entire day trying to get this figured out, and still do not have my money. It took seven different people at 3 different phone numbers to tell me I needed to set up an online profile.
-
February 2021 by Cameron H.
We have reached out to Schwab over a dozen times since we opened an account 2 months ago, as we somehow got a restriction put on our account even though we submitted all of the documents and did everything asked of us. We cannot reach anyone who can help us with our account being restricted. Constant redirects, holds, and hang ups - I am extremely displeased by my experience with Schwab and its employees, I have never gotten a call back and no one has reached out by email, message, phone call or otherwise to help get our account fixed. I expect much better from a financial institution - this is totally unacceptable. How many times do you want to contact your company before you can use it's services? Tonight I reached yet another associate who, while nice, could do nothing for my problem. He gave me yet another number to try, and recommended I send an internal message. I am hopeful, but if my prior experience has anything to show, this too will be futile, and I'll find myself contacting Schwab once again after waiting only to find no response to my queries and reaching no one who can actually help. If you value your time and want to do business with a company who values you as a customer, find a different investment company.
-
September 2018 by Ductight D.
OK, I haven't been here a whole lot but Teresa at the front desk is wonderful. She was really friendly, competent, knowledgeable and when I had a hiccup with an IRA transferring in from another company she knew exactly how to fix it. Plus the Schwab trading fees are really low :)
-
January 2018 by Morgan Moody
Very polite and knowledgeable staff. I felt very welcomed and had a great experience here.
