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March 2021 by Cynthia Patton
Julia helps me feel welcome. She is an asset to your company.
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December 2020 by Blythe Smith
I have nothing, but wonderful things to say about this Charles Schwab Office. All of the staff were extremely helpful and friendly. Excellent customer service!
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June 2020 by Spencer Butcher
I've been a member of USAA for many years, using their investment tools and products to help build my retirement nest egg. Recently, USAA decided to get out of the investment business for some reason and they thought it would be a good idea to partner with Charles Schwab and transfer ALL the investment accounts to them. As USAA customers, we didn't have much choice in the matter. The transfer occurred near the end of May 2020 and seemed to go fine. That was until I tried setting up my new Charles Schwab accounts and link them to my bank accounts so I could transfer money easily, just like I did with USAA. Not only is Schwab not user friendly, they are not set up to handle things like a normal brokerage, nor do they respond well to customer calls, chats or emails. In my opinion, the transfer from USAA to Schwab FAILED, I'm now with Fidelity Investments and life is good again.
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July 2016 by Jason D.
I love this place! Start your IRA and fun portfolios today! You should be supplementing your 401k with an IRA anyway. 5,500 a year - c/mon, I know you can do it! Nick is the area account manager and he has always made time for any questions I have. He is very accessible, over the phone or in person. He has grown my investing knowledge leaps and bounds, so much so that In addition to maxing my 401K and Ira contributions annually, I also use a separate account to invest in pick em stocks. I understand how to research stocks, watch for dips, when to buy big, how to diversify correctly.. Etc etc! Now granted you have to be willing to invest, and there is risk involved. You also have to show initiative to learn about what your investing in, how it performs etc. If your not interested in learning much, and just want something to direct deposit into.. A set it and forget system that you don't have to manage much, Nick can set you up with that also. Schwab also took time to educate me on their online site, stock management, performance monitoring, trading etc, as well as the app. I'm no big fish or anything, but I'm making money, saving money for retirement.. For a guy who never really understood finances, I now have a maxed 401k maxed IRA and another fund that I send extra money to.. All diversified in different ways. Saving money is boring but necessary.. Why not put that money to work for you while it sits?!?! You can still access it if you need to! Now Go Get Rich!!!
