Charles Schwab

Feb 26th, 2023

Aug 19th, 2022

Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with. So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off. Keep rocking, Sunny!
Aug 24th, 2023

Big fan of Schawb for decades but was disappointed by my recent appointment which I requested to distribute Mother's 401K to siblings as she died recently. I tried to call representative @ San Mateo for at least 30 min, caught in circular auto answering machine, finally getting a human, getting disconnected, back starting call again. Then I have to wait for return email, picked a day, representative had March 1st as Thursday, March 1st is Wednesday. Another email, go to San Mateo Office March 1st with Death certificate, list of my questions, documents in hand. Young woman at reception desk tells me she is who I am meeting with, she takes my death certificate, gives me a business card & tells me estate settlement team will call me..............Miss the old Schawb!!! You could have in person service, call and talk to human at local office. Local office answered the phone, I have used online services for years and appreciate, but sometimes, particularly in the case of death, a real human would be appreciated.
Feb 21st, 2023

Such a convenient location, and while it was temporarily closed during COVID, it's reopened and open for business.  I do try to do most if not all my business on the Schwab app, but it's nice to have this place to go to for more immediate concerns or if there's a problem that needs the attention of a live person.The staff here has always been attentive and knowledgeable and very helpful.  I'm a bit ambivalent about the fact that this location also tends to draw an older crowd of Schwab customers, and they invariably seem to be on a much more laid back timetable.  So if there's more than one person in front of you, be prepared to wait.  Just understand that it's not the staff's fault, and people who are coming in usually have an issue that they couldn't resolve over the phone or online, so their transaction is likely to take more time than usual.  It's like going into the bank branch, which I also avoid unless absolutely necessary.
Jan 25th, 2023