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July 2024 by Hiphop Zigzag
A big shout out to Suzzette, the Client Relationship Specialist at Milpitas branch who went above and beyond to help us with our accounts login issues. She was knowledgeable, patient and helpful, tackled many issues to make sure everything would work for us. There are lots of choices when it comes to trading and retirement accounts, Suzzette is our reason why we stick to Charles Schwab! Thank you Suzzette, we really appreciate you! ??
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December 2022 by Kehn Hermano (BrotherKehn)
Perfect place to do if you want to talk to someone about IRAs and custodial IRAs for your kids.
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December 2022 by Kehn Hermano
Perfect place to do if you want to talk to someone about IRAs and custodial IRAs for your kids.
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December 2021 by Alondra S.
Called to ask for more info to set up in person appointment and they said they would call back and never did. I called again to follow up the girl just transferred me over to an agent no help whatsoever. Agent said I could find everything and have my questions answered on their website again no help. I went with fidelity instead, much more professional.
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September 2021 by EARL TANGCO
Called for help with my account and they delivered a great customer service in a timely manner. Good job!
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July 2021 by Jesus G.
I visited the office on 7/7/2021 afternoon. The stuff were very nice, but my nose was sneezing right after 1 minutes I was in. Then after that I got sick when I was back home, kind of flu type of thing. I hope it is not virus. Now I am taking all kinds of Chinese herbs trying to get rid of it. The air condition of this office is nice and cool, but most important thing is to vent out all old air and bring in the fresh air. Cool air does not mean fresh air. It is better to keep the door open I think. After all, all kinds of customers in/out everyday, should keep the air fresh and vent out all kinds of people's breath for the safety reason. Don't see how Walmart handles this right cross the street of the office? Their warehouse is bigger and crowded, but they vent out the air...most of them. Still I like the branch, and stuff are very polite and helpful
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March 2021 by Earl Chester Tangco
Called for help with my account and they delivered a great customer service in a timely manner. Good job!
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November 2020 by Bill Fong
A little bare compared to the Fremont office!
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July 2020 by Kevin B.
Not open yet. My bank (Federal Credit Union) has been open for months. I checked the two Schwab locations nearest me, this being one of them, no joy. Not open period. Come on, are you going to stay closed forever? We need to learn how to live with COVID-19, not shrink from it. I get it, not open to the public. Fine. I'd like to make an appointment then. Oops, can't. This office isn't open at all. Frustrating.
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November 2019 by Rodrigo Ryder
Just know your money's safe they know everything about IRAs
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April 2019 by Midnight Ryder
Just know your money's safe they know everything about IRAs
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April 2019 by Jorge P.
It's 2019 and looks like service is still bad!! I just had a few simple questions about my account and wanted some advice. They were not busy at all and they wanted me to make a appointment and come back. Like I'm here NOW! I would like help now, since I'm already here and your not busy now. My questions probably wouldn't take 5-10 minutes for you to answer? I mean C'mon! I'm better off asking google for advice! This place is useless.
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April 2016 by Fidel V.
This was my second time to visit this office to make a deposit, the first time last year did not go very well. I felt that the receptionist was cold and seems annoyed for handling clients requests or questions. Today was my second time and she was condescending when she asked me if i earn wages to contribute to my IRA. I was dressed decently and have an account which I tried to deposit on regular basis. I didn't think it was me, other reviews found her unfit to be a receptionists.
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March 2016 by cecilia m.
My husband and I walked in this Brach trying to get a perspective on what this branch offers as far as stocks and ETF's in order for us to finalize our decision of which bank to open a Brokerage account. The minute we walked in we got a bad feeling of the lady in the front desk her name is Genie or at least that's what she told us, I've noticed others have wrote bad reviews of a lady named Jenny here too. Well upon approaching her she didn't even greet us. As I began to ask her if I can speak to some one regarding the questions I had she quickly replied and said for me to look online with a rude tone of voice. She when on saying they don't provide that type of consultation in this bank! and then after asking different questions she then said they only have three employees there! Long story short it seemed to me like she was being racist towards my husband and i. As she just kept looking at us and telling us that the consultant needs to get paid in order for us to be seen and that it's not free. We ended up leaving the bank and calling another charles shawb bank near by, which where able to provide that free consultation for us and explain what works best for us too! So clearly she was at wrong and honestly I felt she looked at us as if she was superior than us. I ended up contacting her and letting her know how easy we were able to set a consultation at another bank and I also told her I will put a complaint against her treatment towards us.That is defenitly not the costumer service you expect when walking into any business and I hope she takes my advice to heart when she has another Hispanic person walking in thru those door asking questions that she will treat them the way she wants to be treated.
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August 2015 by Marion M.
This review is based on the customer Service we received from Jenny and not the branch itself. I went in with my father in law to help him withdraw/have some money wired for a down payment on a house. I don't bank here so I wasn't aware of how their transactions differ from other banks. I went up to the desk, and Jenny was sitting there typing, didn't even acknowledge me. She finally finished typing and asked what I needed. I began to tell her I needed a cashiers check when she cut me off and replied "We are not a bank. We do not give out cashiers checks." And with that said she went back to typing on her computer. Now I don't have an issue with what she said, but the way she said it was in a very condescending manner, she assumed because I didn't know this she had to say it s l o w l y so I would understand. She didn't even give me options I had to "interrupt" her and ask her again. Once more she looked annoyed. She gave us options and I told her I had to make a phone call to confirm the amount since it was a very important transaction. So we sat in the lobby and waited for a response from our lender. I looked up a couple times and caught her glancing over at us in a very judgmental and I honestly felt uncomfortable, I wanted to get the transaction done fast just so we could get out of there. Once the amount was confirmed I went up to her again, and she gave me a form to fill out for the wire, she instructed me to sit in another room and fill it out. I grabbed a pen out of the 30 that were available and she said, "There are pens in the other room." Ummm...ok what difference does it make if I grab one here or in the other room which had the same exact pens and the same amount..? I feel like she was just being petty and that irritated comment she made could have been left unsaid. So we continue into the room and I began to fill out the form, I was instructed by the lender to add the property address on the form but there was no line on there indicating where it should go. I finished the rest and went back up to the front desk where Jenny sat. I asked her where I needed to write the address and she said I didn't need to write it. I explained to her that I did because it was required and very important that we filled it out correctly since we were on a timeline. Again she looked annoyed and in a very hasty manner grabbed the paper from my hand and drew a circle on some random spot. I wrote the address and we proceeded with the transaction. I asked her name and thanked her for her help and went on my way. Maybe she was having a bad day, I don't know. It was only 9:30am however. My suggestion is be friendly and not condescending, be helpful and make your customers feel comfortable with you! Customer service is a big deal! You have no right to judge or treat people differently based on looks or anything which is exactly how we felt that day.
