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September 2025 by Matt Traub
Nobody ever got back to me to support my account. I guess they are too busy or not interested. I had to reach out to the other locations in town.
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September 2024 by Omkar Joshi
Jake took great care of my family and me, setting up accounts and configuring them to our needs. Feels great to have such a kind, knowledgeable partner at our local office.
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November 2023 by n/a
Wish I still had ameritrade.If youre over age of 80, then schwab may be for you but it the app is not user friendly at all and there are a lot of features that you cannot access on your phone. Get with the times. This isn't the 1980s
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November 2022 by Nicole N.
They told me I had to wait until my CD matured before transferring my money to my IRA, even though I was going to accept the fees associated with early withdrawal. They refused to help me, when I knew that was false. I sat in the parking lot with Charles Schwab on the phone, and they did it for me over the phone with no problems or questions. The representative told me to submit my paperwork in-person because they needed my wet signature, so I went back in to drop it off and it was processed within a week... with no help from the team there. Don't go here, huge waste of time with people that don't know what they're doing.
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September 2022 by Mumtaz Aleem
This location is Not a bank so, You can't widraw or Deposit money. They have Certified Financial advisor, planners and offer financial services
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December 2021 by Faisal Rehman
Poor Customer Service, Poor Customer Service, Poor Customer Service.
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November 2021 by Tony
I was flagged as a Pattern Day Trader.. I put over 26 k in my account and now it has flagged me again.. and no one is helping me., Closed my account today FORGET THIS PLACE go to T Rowe Price they have better service and options
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May 2021 by johnny lethelle
I felt very profiled. Melodie gatekept me at the door and would not allow me to speak with someone. I came in to ask some simple questions about my investment account that could not be answered on the phone. A large purchase I need to make will not be possible today because I was not allowed to speak with someone. I have always received great customer service from schwab. Not here.
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May 2021 by Ingo Logé
It's pretty bad when you call this company, someone answers, you have an account, and they tell you someone will call you back to help you. I have done it 4 times and I never get a return call or any help.Moving my portfolio back to Fidelity.Worst experiences ever with them.
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August 2019 by Felice W.
Worst telephone customer service ever...would give -10 rating if possible. Closing account. Got to be better investment companies.
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May 2019 by gil cabble
I would like to give a better review but I can't. I've been with Schwab for years and the experience has been fine. But lately the customer service has fallen off a cliff. I was out of town and needed to make one simple trade (sell a mutual fund). Had I been home with two clicks online I could do it, that's what they want. But because I wasn't it took 4 phone calls and being put on hold twice, over ten minutes each time. TO MAKE ONE TRADE???? Today I look online and a withdrawal I sent forms to the broker Friday Morning still have not happened by close of business Monday!!! Because of market changes it has cost me $1000s!
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August 2018 by Yareli Esteban
Awesome branch in good location. Staff is extremely helpful and I rarelt have to wait to talk to someone.
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May 2017 by David Freeman
I've had an account with this office since 2001 & greater Schwab since 1989. I did establish accounts at Fidelity at one point too. I have enjoyed terrific, competent and friendly service at this office from EVERYONE. The people at the front can handle surprisingly complex issues and my account representative, Andy Bennett is available for personal service. For unusual issues they or I can access a national issue expert by phone.
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May 2017 by Lori South
I really like this office, especially the service that I get from Joe Vita.
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May 2017 by Tom Kosanda
This office was weak at best, surprised Schwab has people like this.