First class service by the lady at the front desk that has been there for years.
November 2025
Unhelpful. Three accountants walked by me and no one wanted to talk to me.
I asked if I could talk with someone and the receptionist told me to use the computer on the wall and then talked me through how to use a setup wizard.
Their online chatbots are more helpful then the office
March 2025
I have been a Schwab customer for years and am now in the process of leaving. Lack of communication back to long term customer on debit card disputes was unexpected and was the catalyst (along with office location) to move to Fidelity.
