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March 2024 by S Gee
This location probably being Newport Beach only caters to the rich. When you visit the branch there is absolutely no customer service. The lady at the front desk says they are a wealth management branch and anything one formerly could do is done online.
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June 2023 by Pistol P.
This review is for the Newport branch ... which seems to think it's some sort of investment boutique for billionaires and not just another branch of a multi-service bank. Charles Schwab is a great company, albeit one that's struggling to make it thru this interest rates crisis. But the Newport branch management needs to take the pretension down a few notches and up its customer service game.
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October 2022 by Ryan Quinn
This branch and as a whole this company has there stuff together, they alway answer quickly and are amenable to most everything I have ever asked of them. If your looking for a place to park capital or just day trade I highly recommend CS and this branch.Thanks CS staff.
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September 2022 by Ronil Tataria
Scott at this branch was very helpful on the phone.
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August 2022 by Dorothy Lagrandeur
Catherine listened to me. I've been with Schwab for a long time. Recently needed sound advice. I'm very happy
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June 2022 by Jack E.
Received paperwork from Charles Schwab to fill regarding retirement account, they had a number to call, I called the number as I had a question, I get transferred 8 times, each time they verify me and ask me what the issue is and then they say let me transfer you to the correct department...8 times..can anyone believe that....8 times and guess what... number 8 was still not the correct department....I was on the phone for over 1 hour....I had a severe headache and probably my blood pressure was up What a shitty shitty shitty service, do they really have a retirement department ?? or they just keep transferring you till you give up..go crazy or fall dead? Stay away from Charles Schwab (they recently bought Ameritrade) stay away .from both..such shitty service does not belong in America or anywhere else
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December 2021 by Bryan S.
My advisor, Adam Zedan, and the staff up front have been wonderful. I'm very pleased with the folks in this office and the overall Schwab investment platform. Love the research and information they provide while allowing me to call the shots.
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June 2021 by Aaron C.
Great service at the Newport Beach Branch!
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April 2021 by Jamie D.
I wish yelp had 0 star review. I had been their customer for almost 2 years. Full service to self service options. Bc of poor performance, poor customer service and bad Schwab app, I wanted to close my accounts including LOC called PAL to move all to my new brokerage company. It has been over 2.5 weeks and many attempts they still didn't close my account and blocking my money for stupid reasons. Manager Shane is absolutely helpless and I do not believe he is helping to expedite as he many times promises. Stay away from this location yelp community. They always produce a lie to hide behind covid and run you up to hill. When you call your personal banker at this location, he claims that I have to call them directly he can't help with closures. They don't even have a customer retain dept persons to call me. Bc they know they screwed up. Poor customer service even you have high $$ investments or premier accounts. As I am writing this review I have been on hold with their PAL dept over 48 min...!
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June 2018 by Shereena K.
This location was so easy & quick. I've had Schwab for as long as I can remember and wouldn't have chosen differently.
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May 2017 by Andrew Hornbeak
Good customer service and always a professional experience
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April 2017 by Allie M.
I had an excellent experience with this office in Newport Beach. The woman at the front desk was extremely nice and helpful. I did not catch her name, but she made a great first impression! I attended their "Make the Most Out of Schwab.com" workshop, hosted by Michael Chipperfield. It was basic enough for people at all levels of investment knowledge to follow. He walked us through things like reviewing your portfolio performance and how to make changes if it's out of balance, how to do your research via the website tools to screen and filter ratings, how to set up different types of trades for buying/selling and much more. He answered all questions and was extremely knowledgeable. Next, I was accommodated by a last minute appointment with Jeff Jen immediately following the workshop. I had lots of questions about my current portfolio and needed guidance on what adjustments I should make. He spent over 2 hours with me, walking me through everything thoroughly and answered all of my questions. I left their office feeling confident and knowledgeable enough to make my decisions. Jeff had also asked Jared Landis to help me with setting up some automation for my account transfers because the tool had some limitations to what I wanted to accomplish. Jared has since followed up with me after he found the solution to suit my needs. The team at this office has been nothing but impressive to me with how helpful they have been. Many thanks!
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October 2016 by Stocjia B.
Really awesome customer service. I am a young adult trying to sell stock for the first time in my life and went in with my grandmother. The professional that helped us was named Tricia N., and she was so helpful, kind and thorough that I would recommend everyone to ask for her. I went in and was immediately greeted warmly by her. After explaining my situation and what I needed to do she got to work. Tricia explained everything in a way that was easy to understand and the best part was her honesty. She sat on line with a representative on my behalf, printed out all the documents I needed and explained exactly what I needed to do in order to sell my stocks in the most efficient and profitable way for me. Thank you so much Tricia, your honesty and excellent service will not go unnoticed. I will recommend everyone I know, and everyone reading this review to ask for her by name. You are the best!
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April 2016 by Martin A.
Great experience and very informative. Tim Mosley was very knowledgeable, courteous, and insightful; he really helped me choose a portfolio that I was comfortable with and was the best for my family. I left feeling assured that my assets were in good hands. Thanks Tim!
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May 2015 by Kim B.
A++, would bank again. Trisha at the front desk was amazing. I just set up one account and slightly modified another and she streamlined the whole process for me. Very friendly and very business. I feel like I have all the information I need, and everything is set up right.
