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September 2023 by Savanna Jensen
My experience at this branch was nothing short of incredible! Huge shout out to Emma specifically - she's so lovely to work with, answered all my questions, and really went above and beyond to follow up, make me feel comfortable, and ensure everything with the transaction went smoothly. I really can't overstate how much I appreciate her friendliness and professionalism, and I can't recommend this location enough!!
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August 2023 by Stuart McGehee
This location is closed indefinitely. A sign on the door says facilities issues.
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November 2022 by Nila D.
I recently went to Charles Schwab and Richard and Jack made the process so smooth. I recommend going in if you need help with your account. Very convenient and easy process!
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April 2022 by Diana A.
Difficult customer service! If you can navigate your account without assistance or explanation then maybe Charles Schwab is just fine for you. Otherwise, good luck getting much help. Took forever to get transferred to a person who could answer my basic questions, who turned out to be rude and impatient. Then they emailed me threatening to close my account due to a funding issue, which turned out to be due to technical issues they couldn't figure out how to fix with my computer system. Then said to make an appointment to get my account helped in person, as it wasn't working online. Very difficult to make an in person appointment. Very frustrating. Cannot communicate clearly, makes everything complex to get advice and deal with actually transferring money and accounts. Ended up moving my account to another business.
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February 2021 by destination360
The worst experience I've had with a brokerage. 15 years ago I thought Merrill was bad these guys fail on so many levels. Once they have your money it's much more difficult to get it out. 9 days to sell! how is that possible? 3 phone calls and several hours on the phone. Finally its done and begin transferred to Vanguard. Neveragain!
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February 2020 by Stacy G.
Did not have a great experience with this Seattle Schwab branch, I started by submitting on online request for an appointment, I never heard back for a few weeks so I called the branch to schedule an appointment, they has availability with an adviser on a Friday, my boyfriend and I both took the afternoon off to go to the office, an hour or two before the meeting I had a call saying the person leaves early on Fridays and to reschedule to the following week. When I went to the office it was hard for me to know where I should park and how validation worked since it was never discussed on the phone and I didnt see any signs. Luckily I went to the right lot and was able to get the ticket validated which was great. When I went inside for my appointment I was surprised to be meeting with an associate and the person who scheduled the appointment and not the person I was scheduled with for Friday (in which case, couldn't I have still come in on Friday?). While the guys I met with were very nice, they seemed nervous and I felt the whole meeting I was asked for a number of what I wanted to invest and the number kept changing (from 30% to 70% depending on who was talking) and I didn't get a clear understanding of my options or what I should do which is what I wanted out of the meeting. I left the meeting feeling extremely anxious and more confused than I was before about my options and after this experience I feel unimportant to the branch and apprehensive about coming back. I've had better experience with other Schwab branches in different states and will be trying to visit another in the area but if I have a similar experience I think I'll be removing my funds completely from Schwab and looking at additional options.