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November 2024 by James C.
This branch in Sunnyvale is the most disorganized out of the branches in the immediate area (Cupertino, Main Street, and Sunnyvale). The front desk people don't seem to understand the roles of taking care of clients. They have FA sitting in the front talking on the phone taking up positions ignoring clients who are waiting for a long time. In my years of experience, the other 2 branches in Cupertino and Main Street are providing adequate service.
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October 2024 by Yang Chen
Very helpful and friendly staff! appreciate Ismael for helping me solve the issue efficiently
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April 2024 by Grace Guo
i tried to take my money out of my solo 401k and they said there is a restriction and they could not assist.
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May 2023 by Kelli Chao
Staff is lack of experience and knowledge which made them not confident to make decisions. As a result, things take a long time to complete. Also, employees were talking and chatting in the receptionist area. Very unprofessional and poorly managed branch.
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October 2022 by Deo Singh
I had to go into the branch to meet my new financial consultant.Very courteous and helpful staff when I arrived.I was able to get everything done to my complete satisfaction in a short space of time.
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July 2022 by Shawn Chao
Amazing service and super helpful for opening a brokerage account
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July 2022 by Canh Le
Worst bank to deal with. I have came twice and spent hours just to add my wife into the accounts. After that, I have to call 3 times to get the debit card sent to us.
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April 2022 by Audrina S.
Never answer the phone. The reception area is super nice and usually good service in the lobby. Please start answering the phone
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February 2022 by Coral T.
So impressed by the entire intake and online platform experience. I opened an IRA account online with no issue. I called customer service, who was very responsive and they guided me to visit the local branch for a deposit. I got to the Sunnyvale local branch, and the front desk personnel were knowledgeable, quick, and welcoming. They will definitely be keeping my business.
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June 2021 by xin tang
Employee are very friendly and helpful!
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May 2021 by Stefan Cook
Great client experience working to open up a new account. Very fast yet detailed and helpful. Highly recommend this bank
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April 2021 by Wesley H
The people worked in this office are very friendly and professinal.
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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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March 2020 by Gretchen W.
I've had 2 great advisors who unfortunately left Schwab. I asked for Suki Lee as she was experienced and the only woman left in the Sunnyvale Branch. First she never shared her screen with my acct info as the prior advisors. Then she told me the prior advisors were wrong in their advising with me on how to handle my accts. She would not help me and told me I needed to hire their financial advisor for my not managed accounts that had been with Schwab the whole time. When she asked for my password is when I began doubting her. I knew from my prior advisors this is not done. I had to tell her twice I wasn't going to give it to her. She became rude very quickly and told me we couldn't work together as I didn't trust her. Leading me out she was all smiles in the office but she is all fake. She told me she would have her supervisor call me and that was March 3rd. I am very disappointed and have waited to write a review but I went into Schwab that day happy and came out visible shook. Avoid this person.
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May 2019 by Bert Kobayashi
Service at this location has improved in recent time. The older gentleman at the front is a class act - always friendly and professional. No problems processing deposits and opening new accounts. Would recommend coming at any time except near closing hours - when you are almost always guaranteed to wait.
