Charles Schwab
Banks,
Investing,
Financial AdvisingHours:
6765 Winning Dr Suite 825, Frisco TX 75034 Hours
About Charles Schwab
Charles Schwab provides excellent customer service through professional, friendly, and highly competent representatives. The office is great and the company is refreshing, making clients feel valued rather than like a number. Staff are described as attentive, knowledgeable, gracious, humble, resourceful, and kind. They are helpful with accounts, investments, and estate matters, ensuring clients are happy with their move to the firm. Many express a wish they had switched to Schwab earlier.
Most Recent Reviews
November 2024
Received the best customer service from Shay. Professional while still being friendly. Highly competent and gracious. A great representative.
November 2024
Van Pham is great! She was super helpful for us dealing with my grandmother’s estate. Knowledgable, humble, resourceful and kind!
November 2023
Devante Williams is so knowledgeable and personable. We recently moved our IRA accounts from UBS and we could not be happier. Devante is so helpful with first steps and easy to talk to. Great location and beautiful office too!
More Comments(10)
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