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October 2022 by Crystal Stone
Impossible to get through to local branch. Completely incompetent
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December 2019 by Charles W
Poor customer service from this branch including the management team and staff. Very unprofessional service, never answer telephone during Business Hours, entitled arrogant Financial Consultants one of the worst Schwab Branches I've visited and worked with in the entire Bay Area. Eli Pao, is an incompetent manager of the branch due to inadequate training and managerial overview with regards to his staff particularly financial consultants. Highly recommend Los Gatos or San Jose Branch, one of the Financial Consultants Neil Fenning is improperly trained and lack a technical finance background as his profile states an educational background in Geology not Finance. Upper-Division Schwab Managers and VP's should be notified of the incompetence and lackluster performance from it's advisors/consultants.
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October 2018 by Ian O.
As a customer that has and continues to personally visit this branch I feel that this negative review needs to be removed. My personal investment banker, Neal (I apologize I do not recall his last name at the moment or have his business card on me otherwise I would definitely mention his full name), has never lead me down the wrong path. I am a young adult that currently makes more than I know how to allocate. With this much in liquid assets I need to know that my investment banker is on my side. Neal has gone above am beyond for me. Not only did he reassure me that making this financial leap was indeed a risk, but also a huge potential gain, he did so in the most elaborate graceful manner I can come up with. As a young adult, who owns his own business and provides for numerous individuals that require extensive financial planning, I highly recommend Neal from the Capitola Bay/Porter Charles Schwab branch. He was not only able to effectively communicate exactly how my funds were going to be allocated he was also able to provide in detail the risk I am going to face with these investments. As a young business owner I value personal connections that I deem true. Neal was able to assure me that even if he did not have the answer he would do his best to research it and update me accordingly. Since my initial consultation with Neal I have witnessed a 20% growth in my portfolio in under six months. *** Guys I know market timing plays a huge factor but seriously Neal will not steer you wrong!!!!!
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July 2016 by Gary Tighe
five star Neil is THE MAN !!!
