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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.
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December 2016 by mike c.
After trying a managed service with RW Baird for a year and being disappointed with the service and performance, I wanted to compare the differences between Fidelity and Schwab for self managing services. I'm was fortunate that I connected with the financial consultant, Deshon Robinson, who was very knowledgeable and patient with my inquiries. I highly recommend both him as an advisor and the brokerage company. He and his associates definitely made the experience feel like they were the "Nordstrom" of brokerages with their customer care. In terms of investing, Schwab offers more free trade ETFs, better equity fulfillments, wider array of products, and possible better overall tools and research than Fidelity, whereas Fidelity has more free trade and low cost mutual fund options. Anyhow, I highly recommend spending some time and checking out their services for the sake of your long term financial outlook!
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June 2014 by Jennifer W.
Schwab BANK is THE BEST. Ok, first off, this review is NOT for this location. I've never been to a single location because Schwab Bank is SO AWESOME on the phone / web. But I gotta put the review somewhere. First off, if you're with B of A, Wells Fargo, Chase or even a Credit Union..... Change banks immediately! Major banks are a rip off and my credit union is good, but very limited for online access, while traveling, etc. Although, credit unions may be better for auto loans / mortgages. OK, why is Schwab the best? 1) CUSTOMER SERVICE. First time I called because I was having trouble opening a checking account (I'd heard they were the best bank for people who lived / traveled abroad). The guy was AWESOME. He spent about 30 minutes discussing things with me, and was unable to open the account, but explained why and even how I could work around the problem (although maybe he wasn't supposed to tell me that). Finally, he concluded the call with this, "Well, sorry we could open an account for you today, but I certainly hope you'll consider us in the future. And feel free to call us if you have any questions about banking, money while traveling, or anything at all. Even though you're not a customer, we'd love to help you in any way we can." Seriously? You want me to call you with any money questions even though I'm not a customer? Yup, that's exactly what he was offering: I should consider them my go-to for financial questions. Awesome, already wanted the account, now I won't consider anyone else. 2) FLEXIBLE. I wanted to buy a car while in Thailand for 6 months. No problem, to save me money / time / hassle on wire transfers, they'll just up my daily ATM withdrawal limit to $5,000 for a week. And since all ATM fees are refunded, I just paid the exchange rate. Needed $11k in cash for another car purchase in the US - no problem, up the ATM limit again. Or overnight a cashiers check (not available at locations). Or give me a one day high limit for my debit card. Or do a wire transfer since EFT takes a few days to clear. Basically, I call, I get a real person, and they give me OPTIONS, usually without fees. 3) NO FEES. Okay, they actually do have standard $20 charge for incoming wire transfers and $10 for the cashier's check.... But who doesn't?! The fees are minimal and often waived / worked around. ATM fees refunded. Never been charged for ANYTHING unexpectedly. 4) ABOVE AND BEYOND. I had one automatic payment that was about to set me negative by $17 because an incoming wire transfer hadn't cleared. THEY contacted me about it, saw my account had a good record, and credit my account with $17. And they never took it back. Meaning, instead of charging me for a possible over-limit withdrawal, they actually GAVE me the money to cover it. Of course, if they ever decide to take their $17 back, I have no complaints. Seriously - they gave me (or temporarily lent) the money to cover my mistake. Any other bank would have charged $25 to lend me $17... or simply rejected the automatic withdrawal and caused another set of headaches and fees. Conclusion I also use a few other services (investments, etc), but am mainly reviewing the BANKING services here. The are number one, bar none. I've tried several major institutions (who charge too many fees and act like they're doing you a favor) and minor ones (who don't have the 24hr service & excellent web / mobile platforms)... Charles Schwab Bank is so far ahead of the competition that they truly are in a class of their own. I'm never leaving - Schwab for life.
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July 2010 by Woody D.
After getting hit with so many fees from Bank of America, I made the jump to Charles Schwab Banking. The benefits are great: -No minimum balance -No fees -Use any ATM (anywhere) and whatever fee that bank charges you will be reimbursed -Online bill pay -Online brokerage account The only downside is that when you make deposits you have to mail it to them but they do provide self addressed, stamped envelopes. I am so glad to be over B of A
