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October 2024 by Tom Cooper
My wife and I came in with two IRA rollover checks to deposit in each of our Schwab IRAs. These were both significant six-digit dollar figures. Nice office and everyone was pleasant.
I asked the Schwab representative if she needed my account number and she said my phone number would be fine. She then deposited my check in my IRA. Then she asked for my wife’s smartphone number. I gave it to her and she deposited that check. BUT, she deposited the check in MY IRA. How does that happen? What if it was simply someone I didn’t know coming in behind me and their deposit was made into my account? What a mess.
Fortunately, I checked my Schwab app while standing there to see the deposit and noticed the error. A few minutes later our financial advisor called me to say she saw the error as she knew we were going into the branch.
We were told it would be fixed by the end of the day and that we’d get a call. By the end of the day? Really???
What a mess. And this kind of mistake should never happen, especially with these kind of numbers.
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July 2024 by Jim Perry
I tried to reach customer service to make changes to my instructions for dividend reinvestment on some of my holdings after my efforts to do this online though Schwab were I was placed on hold with message someone would get with me shortly, 20 minutes later I gave up. Looks like I'll have to drive 8 miles to a branch to make this routine change.
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April 2024 by Karli Carston
A+ customer service at this branch. My mom and I walked in without an appointment with a complicated request, and Jocelyn Gray at the front desk was so respectful and competent in handling everything. She had to juggle between us and the stream and customers walking in, and did so with great grace. Two other agents checked in on us and helped us with small things, too. Very impressed!
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November 2023 by Diane Marshall
I never got a call back. So I don't have an experience except a very negative one to give
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July 2023 by M M.
Do NOT come to this Schwab branch, CALL the Schwab help line. Severely undertrained staff has no idea how to correctly handle account set ups or requests for linking bank accounts or doing simple transfers.Hours spent on phone calls and being on hold to fix mistakes made.
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July 2022 by Suzanne D.
I had a wonderful experience at this Charles Schwab office. I had a big packet of paperwork I wanted help filling out. I was greeted by Ariel. She was extremely helpful and friendly. She was able to auto fill the paperwork in a couple of minutes saving me so much time. I really appreciate the wonderful customer service. I am new to this company but I know I'm in good hands.
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July 2022 by Bob Massey
07-22 This was my first visit to this location. They handled my issue so quickly that I had to get my coffee to go. Very courteous. Very professional.
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July 2022 by old cyclist
Convenient location for me. Not crowded mid afternoon. Quick visit for check deposit.
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November 2021 by Paula Beau
Great place
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June 2021 by J NOONE
Very Friendly staff. She answered all my questions regards to establishing an account.
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March 2021 by Jack E.
I have had an account with Charles Schwab for over 20 years. I am now thinking of moving my assets to a different institute. Their services are getting worse, they make a lot of mistakes, very long wait times on the phone and end up dealing with very rude and unhelpful people answering the phone. Any little issue becomes a big problem, wire transfers that should take a day take weeks, incredibly inefficient. Service is much below average, awful service
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October 2019 by Terry H.
Service is mediocre. The guy at the front table not very helpful and don't feel welcome there. Staff walk by don't seems to care.
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June 2019 by Steve L.
Great office and the people are very helpful. They solved my problem other places could not quickly and without hassle. Thank you!
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December 2018 by Sagar Lakhani
Working with Tony Vu for several months has been good for the family, as he is an excellent financial consultant. He will help you understand the markets and your risk tolerance and provide solutions accordingly. I can also say that the entire Charles Schwab team is very professional, including the front-desk receptionists, Debra Armenta, Jay Silverman, and Reese Hinton.
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October 2018 by Teresa L.
Although, I have several investments with Charles Schwab, and I believe they're online help is superb, I must admit that going inside of this branch was an awful experience. I was so heavily screened by the front desk man that he decided to whom I needed to speak with and then proceeded to tell me that there was no one to speak with until Tuesday. I needed general information. Regardless, I left and received help with customer service over the phone.
