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February 2023 by Jack Krantz
Great experience. David Ayler was very helpful and answered all of my questions.
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April 2021 by Dakota C.
I made an appointment with RJ. I was interested in opening an account with Schwab. The only location is here in Mount P. I had stopped by one afternoon and quickly learned they are only taking appts for Schwab members. I then called in and left a message hoping someone would return my call. I spoke with RJ the next day who forwarded his email info to correspond with one another much quicker. We set an appt to meet in the office and I was all set. We met at 10am one morning and I was pleased with the way my appt went. RJ took me 15 mins before my appt time. We sat in the conference room and discussed different account options. The office was clean & cozy. The front desk staff member was kind and welcoming. The meeting ran about an hour long. He asked me if I had further questions and to email him with any other concerns I may have had. Overall, I was pleased with my visit to Schwab. RJ was extremely knowledgeable and helpful with everything.
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March 2021 by Yuan H
Doesn’t offer any banking services like cashier checks, ect. Standing around not answering the phone. Don't drive here they can't help you.
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March 2021 by Jim Wakefield
I second WIlliam O'brian's review... I recently moved to Charleston from Maryland and the Schwab team there was excellent. David Aylor in the Mt. Pleasant office did not disappoint. He's extremely helpful and attentive. I would absolutely recommend meeting with him to discuss your financial needs.
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August 2020 by Lucas Chase
Shelly was great and helped me with all of my needs.
