Charles Schwab offers a comprehensive range of brokerage, banking, and financial advisory services through its subsidiaries. Its broker-dealer, Charles Schwab & Co., Inc., provides investment services and accounts, while Charles Schwab Bank delivers deposit and lending products. Customers often praise the company for its professional, knowledgeable staff and efficient service. One reviewer shared a positive experience at the Walnut Creek branch, where a friendly and cheerful staff member quickly and easily guided them through account opening and trust paperwork, providing helpful tips along the way. Despite low online ratings for the branch, the reviewer found the in-person service to be exceptional and deserving of five stars. Another customer highlighted the support received from a Schwab advisor, who patiently answered questions and helped them understand their financial options, boosting their confidence in reaching their goals. However, some frustrations exist, such as confusion over closed branch locations, with a customer noting the inconvenience of visiting a site that was no longer operational. Overall, Schwab is recognized for its professional staff, helpful guidance, and wide range of financial services.
I came here wanting to open a Brokerage account and a ROTH. I walked in and immediately felt uncomfortable because the front desk people were really judgy and giving me weird looks and treating me as if I was dumb. A white man walked in and was treated way differently. I felt so unwelcome’d. I didn’t even open an account.
May 2023
I own my brokerage accounts at Td Ameritrade. Shouldn’t Td Ameritrade remove closed locations which have been shut down from their websites? I went there, physically paid for the parking and then discovered that the location was closed.
January 2022
This company doesn't offer service for penny stocks.
