Charles Schwab offers a professional and helpful service to its clients. Customers have praised the staff for their attentiveness and ability to resolve issues quickly, making visits to the office pleasant. One customer noted the quick setup of their account, taking only 10 minutes. However, it is important to remember that this location is not a cash bank, so visitors should bring a check. Overall, clients express gratitude for the support they receive and plan to continue their business with Charles Schwab based on their positive experiences.
A woman in the office was very helpful when I was struggling and needed help with my accounts. Thank you Miss Mariah Peralta!
February 2025
The woman I met in the office was very helpful and friendly, however, I found out the Adoption Agreement I had completed two months prior, that led to them opening my 401K, was suddenly frozen as if they'd never received it. They seem super disorganized.
January 2024
Very professional and helpful. They will take care of you and help you out please be advised this is not a cash bank so bring a check. They helped me get my account set up within 10 min and I am very thankful. I will absolutely be back !!
