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October 2024 by Riyaz Shaikh
I went in yesterday to contribute to my SEP with a check. Something that I do every year. Ms Monica Malta refused to accept my check saying, as part of the policy your name needs to be pre-printed on the check so you need to get a cashier's check. It was a high value check and I think she suspected I am a fraud. She made me get a cashier's check and had no choice but to accept. Moving to Fidelity.
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August 2024 by Chef Master
we need to get a class action lawsuit against them!!! Biggest dip of the year and i can’t login to buy this dip this morning!!! unreal!! chance of a life time !! they cost me thousands of dollars!!! i still can’t log in!!
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August 2024 by gregorio reyes
Very good, I'm going to change from Well Fargo to charlesschwab
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July 2024 by Tom Sabatello
I was treated like a homeless man yesterday at the Paramus location... i am still awaiting a call back. I will never do business with this company again once i am able to get a person on the phone to make an appointment to take my money out..
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June 2024 by George Matthews
I was very pleased with the service at the Paramus NJ office. I called before walking in, made an appointment for the same day. When I arrived I was greeted by the person I spoke to and was very pleased by his advice and service..
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January 2024 by Sohra Gurbanova
Do you have any information about Incident ID 27863? Someone stole my check, and it was converted to cash at Charles Schwab bank. This theft issue has not been resolved yet.
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December 2023 by P C
Stopped in this location to hand in paperwork on opening a Sep IRA (my accountant recommended I do this so they can check it was filled out correctly) The receptionist seemed clueless. Low and behold it turns out they lost my paperwork or it was never submitted. Place sucks, better off at Fidelity
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September 2023 by David Cenicola
This is a review of the company as a whole- not this specific location. I tried selling one of their mutual funds I’ve held in my Roth IRA account for years. They assured me it would go through at the close of the market today. It’s 8:40pm and still showing open order. What’s the problem? Update: sale did go through at the very end of the evening trading session and showed on my account the next afternoon.
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June 2023 by Rich Will
Walk in....1 girl behind desk and a ghost town......I've been there a dozen times and everybody is out to lunch or off or busy....
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March 2023 by Elizabeth Sytsma
Challenging to get any assistance as a walk in customer.
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September 2022 by Greg Pitera
Coasting on the Schwab name. Everyone working there is very busy not helping walk in customers. Trying to open an account and deposit a check, and they direct you to a “kiosk” which is basically a desktop computer. If you have any issues they point you to an 800 number where after waiting on hold, someone in Denver can try to help you. Customer Service is dead.
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July 2022 by Johnny H.
I opened an account with Schwab before the pandemic, because I thought the no-fee for international atm's was a great perk. Everything was fine with the account for a few years, then I got a letter saying my account would be closed due to inactivity if I did not contact them. So I did, and the gentlemen on the phone said he would mark my account so that it would not be closed. Sure enough, my account balance (around $600) was moved into unclaimed property without any additional notice from the bank. I'm now going through the process to reclaim my funds.
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February 2020 by Patricia Sain
Very disappointed with customer service at this office. I am a senior citizen and not computer proficient,so I expected that someone would provide assistance and guidance to complete forms necessary to set up an account. Forget that idea! I got MUCH more information and assistance at my local H&R Block office! Unless you are computer savvy, find yourself a different financial institution.
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January 2019 by Jennifer Diamond
Place is very nice. Serene environment. Woman at desk helped me with everything.
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October 2018 by Matthew Bader
Good Luck getting to speak with someone at this local branch. This is the worst service I have ever seen in my life. Shocking that this level of service is provided from a company like Charles Schwab. Don't waste your time and aggravation - GO ANYWHERE ELSE!
