I've been continually impressed with the quality and professionalism of the entire staff at the Bellevue Schwab location, from the front desk, to Channer (investment consultant), to Mike (one of their senior advisors), the team has been excellent.
August 2024
Super helpful staff, friendly staff. Helped me check and scan my solo 401k setup paperwork. I wish they made this easier to do online via a digital form that checked fields while you fill it out, but o well.
November 2023
Being a cash free bank makes it super inconvenient for their customers. They told me “any bank can write a cashiers check” for me so I went to Umpqua and this is false, they cannot unless I have an account.
