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November 2023 by D T
Not real good at follow ups.
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June 2023 by Thomas W. Nelson
Outstanding financial services. Highly recommend this office for all investment services. One visit and I knew I was in the right place.
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February 2022 by Steve Byfield
Very great to work with very smooth process and Sarah at the Arrowhead location did an awesome job. Steve
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November 2021 by Misa “Mishash” W
Terrible quality
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March 2020 by Mitch Friedlander
Was a Fidelity client, but was treated badly, which brought me to Schwab. They listened, were friendly and willing to work with me. Very professional and highly recommended!!
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May 2019 by Michael Sherman
The office is immaculate. Not only that, but the service is out of this world! The BEST and most professional financial consultants I've met. I don't normally recommend investing firms but, when I do, it's THIS Charles Schwab. I went in and talked to a gentleman named Jonah and he set me up with what I needed. No pressure. No hassle. In an age when employees are set to ask more and more out of their clients, this was a refreshing experience. i felt like Jonah was personally tailoring to my needs and wants. He explained how my previous account with a different firm was actually not in my best interest, in layman's terms. A great experience, would do again. 10/10 much wow! Stop wasting your time and money with other consultants. What are you waiting for?
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May 2019 by April P.
Easy process. I had no idea what to invest in. Customer service is amazing! Couldn't believe there were no fees.
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January 2018 by Frank D.
When I relocated to AZ five years ago, I continued with Schwab (after doing business with the firm in California since 1985), even though the closest office to me is this one in Peoria, nearly a 30-minute drive from where I live in the Sun Cities area. I usually transact business online, but recently, I had to visit the office in order to transfer a retirement account from my old employer. Joe Woods took care of the transaction quickly and efficiently, and because it was a large amount, he mentioned that I would be eligible for FREE trades for up to 2 years. Again, no muss, no fuss--and I soon received an email confirmation that the offer was in place on my account. I've always been pleased with Schwab's service and would give the company a full 5 stars, except for the fact that this is the only office on the west side of Phoenix, and that there are no others between my home and Southern California--in spite of the fact that the Sun Cities area is home to hundreds of thousands of boomer retirees.
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December 2016 by Mike W.
Do not recommend. I reached out to Schwab and provided basic personal information at their request. I was then called by a rep, Al Smith, and we discussed the same info and set an appointment to review what Schwab might do for me. Arrived at the appointment and any conversation that Al and I had was forgotten and no pre-work was done. Never the less I spent 90 minutes reviewing and providing more in-depth personal wealth information and we agreed to reconvene when Al would have a plan to present. 2 weeks now and no Al. Reached out via email a couple of times with no response. I am a very self aware type person and always courteous and fair so I don't believe I scarred him off but to not even be able to raise a response is disappointing. Is turning out to be the typical, don't give a crap financial institution that I would not trust to have my best interest at heart.
