Charles Schwab is recognized as a great brokerage firm, especially for everyday investors. Customers appreciate the immediate availability of funds for trading when transferring money via ACH. The friendly and professional staff contribute to positive experiences, with helpful service at branches for account setup and transactions like selling stock certificates. The Greenville branch stands out for its welcoming atmosphere, serving a diverse clientele. Customers can easily deposit checks at the front desk, avoiding long waits associated with mail. While some note that the Schwab website and mobile apps could be more modernized compared to competitors, the overall customer service—whether in person, over the phone, or via live chat—is consistently rated as top-notch. Clients value the seamless experiences and the responsive support, making Charles Schwab a trusted choice for managing their investments.
James Reed went over and above our expectations in helping us solve a complicated problem. We paid nothing for this service.
December 2025
Fantastic, professional service for my brokerage accounts!
June 2025
Greenville, SC location has always been professional and taken care of every need I've had. Receptionist is always very knowledgeable. My Ameritrade account transferred with no issues. I'd recommend Schwab.
