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June 2024 by Robert Ross
Beautiful new offices! Staff was very helpful and friendly
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May 2024 by Scott Feltenberg
Very helpful staff
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April 2024 by Matt Tabassi
During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and made the experience seamless. I would rate him 10 out of 10.
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February 2024 by Mike
The front desk and the Asian lady with the glasses know nothing about banking and make you wait 20 minutes for nothing.
Charles Schwab should consider training their staff better on both product knowledge and how to retain their clients.
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February 2024 by Mingyi Xu
The front desk and the Asian lady with the glasses know nothing about banking and make you wait 20 minutes for nothing.Charles Schwab should consider training their staff better on both product knowledge and how to retain their clients.
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January 2024 by hsiao fong Linkane
very helpful and professional, great customer service.
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October 2023 by Phil D.
After many attempts to get some simple advice - as another reviewer suggested.... The CFP have limited skills to helping people.It's the one size fits all financial advice rodeo.It's the Walmart of Wall Street. Lots of financial professionals "greeters" with big title's and CFP has one answer to every question. Intelligent Portfolios The white label model is churning out depositors....great place to be ignored and lose money Coin operated and managed
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July 2023 by Cass C.
Totally incompetent help. Cannot problem solve. A big customer service FAIL in may book.
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March 2022 by Matthew W.
I have had good experiences with this company both online and brick and mortar. I went in to this branch because I was having an issue with the app. I found the staff to be very professional and helpful, and my problem was resolved. The office is very nice and clean too. They do also validate parking. It would be nice if the office was open on weekends as well but it doesn't take away from the quality of the customer service.
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January 2022 by Pb L
The front representative was expertlyknowledgeable in helping me to get my wiretransfer out at the last minute.Keep up the good work. Thanks.
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March 2021 by An M.
This location is fine but the policies of this company are abysmal if you need to have a power of attorney you must have their form notarized for each and every account no other and a company of this nature requires this is oppressive and I personally went to boycott the company and encourage others to do the same
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March 2020 by Diana D.
Don't go here if you are a first time investor to the game. They are not very helpful at best. I called the office to make an appointment and I was put on hold. I live about 10 minutes away so I thought I would drive there while I'm waiting on the phone. When I arrived at the office I was still on hold. I walked in to the office and the young man at the front desk said "Can I help you"? and I said "yes" you can start by picking up your phone because you still have me on hold for the last 20 or so....Oh!...we are really busy today. Interesting where is everybody? There's nobody here.... In all fairness I went there at 4 o'clock and they close at 5:00 PM. So I figured they must of had a busy day so they're just not picking up the phone. Either way the-man gave me the information to set up the account. Of course I had questions and I had to keep raising my hand and giving the excuse me what does this mean? Finally, a lady came over to assist with the technical questions but she kept walking away and just really couldn't be bothered. Bottom line very little help if any. (the free coffee gives them the second star!)
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January 2020 by Sunny S.
I needed to roll over my 401(k) from a previous employer to my Schwab account. I had a check from my former 401(k) made out to Charles Schwab and came to this office. The lady manning the reception area was not able to look up my account using my name and social security #. So she gave me a pre-addressed envelop where I should mail the check. She said to just mail the check as is and optionally, I could put a handwritten note explaining what needed to be done. Long story short, I stupidly followed her instructions and spend the next 2 weeks trying to track down the check. Per a Schwab phone rep, she gave me the wrong info/instructions and I basically wasted a couple of hours of my time getting this issue resolved. Thanks for nothing.
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October 2019 by Kaz H.
Amazing service, absolutely no complaints. Cleared up multiple issues for me regarding some mailing address issues way faster than I would have been able to from home, since it would have required mailing in multiple forms and faxing over others, but she was able to call a higher up and get things cleared for me right away.
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July 2019 by Hooman S.
I just opened a brokerage account going to this location. Heba was the person who helped me do this. I specifically asked her if they were going to run my credit and she said NO. A day later, there was a hard inquiry on my profile. Also, apparently she forgot to complete a part of my application, as I received an email with form that was not completed. I have called the Irvine branch directly several times and they did not get back to me yet!
