First time in this location. Staffs were friendly and helpful.
August 2024
I've been continually impressed with the quality and professionalism of the entire staff at the Bellevue Schwab location, from the front desk, to Channer (investment consultant), to Mike (one of their senior advisors), the team has been excellent.
August 2024
Super helpful staff, friendly staff. Helped me check and scan my solo 401k setup paperwork. I wish they made this easier to do online via a digital form that checked fields while you fill it out, but o well.
