The Charles Schwab Corporation is a leading provider of brokerage, banking, and financial advisory services. Their broker-dealer subsidiary, Charles Schwab & Co., Inc., offers investment services and products, including Schwab brokerage accounts. The banking subsidiary, Charles Schwab Bank, provides deposit and lending services and products. Clients have consistently praised the quality and professionalism of the staff at the Bellevue Schwab location. The team, from the front desk to the investment consultants and senior advisors, has been excellent in their service. Customers have found the staff to be super helpful and friendly, assisting with various financial tasks such as setting up a solo 401k and transferring stock certificates. The office's convenient parking options and efficient service make it a highly recommended choice for financial services.
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.
