June 2024
Long time client. Excellent service! Excellent website! Excellent documentation for tax preparation!
February 2022
I have had accounts at Schwab for many years. The folks at the branch in Los Altos have always been courteous, knowledgeable and prompt. I have rarely waited more than a few minutes to get service. Their online web pages are well-organized and helpful as well.
September 2018
They are incredibly friendly and helpful here. And everything is so simple. I went in to transfer an account over to Schwab and they looked over the forms to make sure I had everything correct and then handled the rest. All of that took less than a minute. Schwab's simplicity and customer service is amazing.
