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8:30AM - 5PM
19 E Elm St, Greenwich
Investing
“I have been a customer of Charles Schwab forever (well, at least since 1987). As the nearest location to our new home in Westport when we moved from Manhattan in 2009, I selected the Fairfield CT location as my servicing office. I was never satisfied with their quality of service. Therefore, when I had a relatively complicated issue to resolve in April 2023, I decided to try the Greenwich office for a change. I was not disappointed.I was met in the lobby by Lecia Lupoli, Client Service Specialist. I explained what assistance I needed, which was to reverse a 2022 Roth IRA contribution, open a Traditional IRA, and transfer the 2022 contribution from the Roth to the Traditional IRA. All to be completed before the tax filing deadline of 04/18 (I visited Schwab on 04/07).Lecia spent the next hour working only with me to complete each of the several steps necessary to resolve the situation, until all of the necessary steps were completed. I was given a hard copy of the paperwork, and received a text confirming that Schwab was actively working to make sure the transaction was completed and settled in a timely manner.Lecia went above and beyond my expectations. Consequently, I have requested that the Schwab office in Greenwich be coded as my new "home" office location.Thank you.TWJ (Westport, CT)”
“I’m writing this review because the reviews are horrible and I personally didn’t experience anything of the mentioned issues in the reviews and I find that often people complain but never compliment companies. I will say that some of the staff are a little aggressive but I believe also this is the nature of the business they’re in. There was a little
Mixup with payments as they were still drawing from my account after the funding time ended however w/in 15 minutes of making a phone call the situation was remidied and the funds were back in my account the next day. I think it’s important to point out that these loans aren’t small business friendly and often small businesses find themselves in a bit of a bind and the funding appears to be a life saver and if you don’t manage the funds correctly you could find yourself in worse shxt than you started in. Nonetheless I would recommend that some of you don’t take the reviews so seriously I would define it take in to consideration that perhaps the people complaining hold some fault in regards to whatever they’re complaining about.... oh and sorry for the typos and grammatical errors ?”
8AM - 6PM
600 Steamboat Rd, Greenwich
Investing
8:30AM - 6PM
22 West Putnam Avenue, Greenwich
Investing
9:30 AM - 4:00 PM
1 Lafayette Pl, Greenwich
Investing
“I have worked with Brad for over 25 years and can attest to his superior knowledge and commitment to getting the best product and pricing for each client. He is an outstanding communicator with great attention to detail. When working with Brad, I know that the client is in good hands. I highly recommend Brad for all your private mortgage banking needs.”
Investing
Investing
Investing
Investing
Investing
Investing
Investing
Investing
“When moved to Greenwich and asked for the best local bank, First County Bank was the one everyone recommended. For over three years now we still bank here and recommend FCB to others. The staff Jeff, Laura, Michelle, Pam and Ping are top notch professionals and provide the best customer service.”