Came back and male staff was knowledgeable about my needs and was able to deliver clear solutions and instructions.
July 2023
do not ever use Charles Swab. they are the worst. went to lynnfield office for transactions. told everything good. call message it wasn't. try calling to fix. no help. had to go back . it has happen several times. agin advise anyone never ever use Schwab, other firms are mush better. worst service ever
February 2023
Don’t help at all, give you a computer to figure it out on your own. Never had this lack of service at any other Schwab