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November 2024 by Lois Reynolds
I read these reviews and felt compelled to post my experience since my experience was so positive. I dropped into the branch, without an appointment, and Scott made time for me to give me advice on setting a Schwab IRA to use for transferring my 401k. He could not have been nicer, patient and helpful in providing the information needed for transferring funds and setting up the IRA properly. I planned to do my own investing and have not been pushed to anything different since the transfer was made a couple of years ago. I'm sorry to read that others may have not had the experience they had hoped for, but I can tell you that it certainly is not the experience for all customers since mine was very positive.
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September 2024 by Paula Pierce
Big corporate!! You are just a drop in their bucket. Don't even try to talk to your local office because that doesn't happen. Disappointed!!!
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August 2024 by Jon Theisen
System is down and cannot get through to the local branch after multiple tries I got transferred to what they said was the IT Dept and sat on hold until I finally hung up.
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August 2024 by Jerry Barger
Can't log into my account to trade. Can't get through on the phone. I am looking for another broker. Any suggestions?
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August 2024 by Queen Reen
Rude personnel Scott Major. I went in to make a deposit, the man who helped was very kind and maybe didn’t have the knowledge to inform me that what I wanted to do was not possible at this location, understandable. This probably isn’t the first time this has happened to a customer. After calling to clarify Scott was very defensive and almost condescending, stating “if you go to another bank like Wells Fargo you could see everywhere that it says banking, we don’t do banking here”. Asking to receive a phone call after a mixup isn’t a hard ask and seems reasonable but Scott made it clear it wasn’t required and if I ask anyone about him he’s been there for 15 years, almost as if his tenure overshadows his ability to be kind or even express compassion for a simple misunderstanding. Instead he was immediately defensive. Considering that customer service should be a priority, his tone and defense speaks volumes to his customer care. I had a great experience with the first person and almost wish I didn’t call because I always have a good experience with Schwab, except this time. Thanks Scott!
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July 2024 by Aaron Miles
Dobt use this broker they will rob you of your hard earned money. They would not let me sell my option contracts and then tell me I have to take the loss not right..
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August 2023 by KW
Condescending and rude front desk staff
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August 2022 by Charlene Lambert
TERRIBLE, After 3 messages, they never returned my call.
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March 2022 by Darryl Crenshaw
I had the Great fortune to meet with Financial Consultant Mr. Rex Casey to discuss opening several accounts with Charles Schwab. Mr. Casey was very knowable of the products and services that were available and made me feel at ease making the selection for my personal banking & financial needs.Outstanding Job Mr. Casey!!!Thanks,Darryl L Crenshaw
