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February 2024 by Susie Bozzini
I went into the office today to change my security code on my accounts and J was there to greet me. A very helpful and pleasant young lady that knew what I was talking about and quickly and efficiently handled my needs. Additionally, they had a terminal there to make sure I could log in to my account online. Really great service from Schwab SB! Thanks
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November 2023 by Kim R.
I've been very happy with Schwab for over 25+ years. Their advisors and estate planning specialists (Marjie in particular) have been invaluable; readily available, knowledgeable and probably saving me thousands of dollars in estate lawyer fees.
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May 2023 by Kelly K.
Help with Family Trust. Thanks to Jarumon Peiffer who assistanted in opening up an account for my Brother and myself to help take of our Mom.
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April 2023 by Tim Marozick
If you accidentally hit the INVESTOR checking button instead of “Individual” account when moving in money, it will go into zero interest hell for up to a week while they make 5% off it. Think that account name was accidental?Ask them to move it into the right account and they suddenly acquire an odd disability to help.Get your hand out of my pocket, Schwab.Guess where my money is going, once I get it back?
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February 2022 by Sharif Matar
Excellent!
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January 2021 by Jeff G.
I'm done with SCHWAB! This is the third time in as many months when their system completely shuts down. It is always during the busiest trading days. I tried to make 10 trades this morning and they are all rejected. You call SCHWAB and no one answers your call. My search for a new platform begins today. 30+ year customer
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November 2020 by Jason T.
Had bad experience this afternoon at the Downtown Schwab office. I've had Schwab accounts for years. I parked and as I was getting out of car this man, mid -50's in suit walked out of the building towards a waiting car and started immediately yelling at me that I couldn't park in lot. He didn't ask if why I was there or if I had business just launched into yelling at me. I was taken aback and asked him sarcastically if he worked for the parking department. It looked like his wife was waiting to pick him up and he got in car with her. I've been an attorney for 20+ years, have significant assets invested, was in a newer car, and wearing casual but nice clothing and not sure why he would target me. I was deeply offended he would treat someone like that.
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August 2020 by John Broberg
Dont' answer the phone and are closed to the public. Local phone number goes to national so you can listen to a very long and useless voice mail
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March 2020 by Angie O.
I've been investing/banking with Charles Schwab for over 5 years, I have been extremely pleased and happy with all their services and their amazing knowledgeable staff. Before Schwab, I was over drafting with immense debt in fees and my finances were not good at all then I signed up and learned about "Online banking/Stocks" and other services they offer and familiarized myself on how to use their website got my finances back on track and now proud to say I am a stock investor that lead me to buy and sell shares through Charles Shwab that led me to be able to buy 2 home in California. I couldnt be more happier and will continue to be their LOYAL customer. I have had a great experience with them and highly recommend them.
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October 2019 by sheng bao
I parked here!
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September 2019 by Jennifer L.
This is a professional office ***with free parking***! Seriously, visiting their DT SB office is a great way to establish your account here - but honestly, it's faster and more convenient to do it online, and the process is very easy. I had some specific questions, so I decided to go their (very convenient) office, but I honestly admit it could have been done online, as their phone customer service has been very helpful and proficient.
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January 2019 by Stephen M.
Best wealth management and brokerage firm in the market - hands down. I also believe them to be the most ethical and conscientious company I've ever worked with. You'll never go wrong with these guys!
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September 2016 by Jesse Kate
Henry Glasheen at Schwab Santa Barbara is the best! We are impressed with his integrity, spot on knowledge, and professionalism. Our experience with him gives us utmost confidence in Schwab.
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February 2016 by Leslie Westbrook
i have been trying to call and get a human on the phone for hours - - to reschedule an appt.!!! no such luck.
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November 2015 by Omar Espinoza
I am traveling abroad and looking for a checking account where I won't get assessed ATM fees. Heard about Charles Schwab and decided to come in. The lady helped me, except confused me with one question that I later on called the 1-800 to clear up. Overall, she was very helpful and didn't push for me to open an account. Later on that day I opened one using their online application.
