Charles Schwab Near Me

This place is a joke. My father left me some monies in Dec. here we are 2 months later and Scwab will not release/ roll over these monies. Tons of paper work that all has ... more

Not real good at follow ups.

Charles Schwab (Arcadia Branch) - its customer service is top notch. Andrew Chen is very polite and answers all my questions timely. He calls back right away and follow t ... more

Impossible to reach anyone at this branch. Takes 5 minutes with no success talking to their automated recordings

The absolute worst branch in the SCHWAB system! I have never seen such disgraceful customer service! Schwab please take a long & hard look at how this branch is managed! ... more

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 as ... more

This location probably being Newport Beach only caters to the rich. When you visit the branch there is absolutely no customer service. The lady at the front desk says the ... more

Caring for my elderly parents was made impossible by this branch of Charles Schwab. They demanded a non-ambulatory person make an in-person branch visit in order to allo ... more

The receptionist was not helpful and she was condescending. Unpleasant experience.

Allison is resilient, kind, and an advocate for clients.

Walked in to get more information on opening an IRA and you would think I was a homeless man walking into a 5 Star Michelin restaurant asking for free food. Did not feel ... more

Very helpful.

This branch is TERRIBLE. Charles Schwab is like The Ritz Carlton of banks. The employees are extremely professional and knowledgeable. The employees at this branch have b ... more

During my visit to the Charles Schwab Main Street branch, Alejandro Diaz's professionalism and knowledge stood out. He listened to my needs, provided expert guidance, and ... more

The worst Breakage I have ever had I had TD Ameritrade for over 40 years it recently merged with Charles Schwab I have left over 10 messages about them getting my account ... more

Good experience.

Thank you Timmas Wang for a wonderful experience at Charles Schwab. Despite being really busy with multiple clients at one time, you seamlessly handled multiple situatio ... more

Today I got some great help from Diego who called me right on time for our appointment. Diego knew how to help me with my retirement account and could explain the steps I ... more

I was extremely confused about investing financially, and when I went into Charles Schwab, on high Bluff, everybody was so patient and Helped me with my financial needs t ... more

I needed help with a transaction in my TD Ameritrade account that has not been transferred yet. Your client service representative, Patricia O'sullivan, went to extraord ... more

Went into deposit, a sizable check and four people were sitting around, not doing anything waiting for it to be 5 oclock. I walked out very disappointed.

Been going to Schwab for years and they finally moved to the lobby floor with Ameritrade. So the unit number is no longer 1105. Enter the building from the main entrance ... more

No respect for people's time. Called ahead and they essentially said to go to any branch, even confirming that my location "accepts walk-ins". Drive over, the receptionis ... more

Came back and male staff was knowledgeable about my needs and was able to deliver clear solutions and instructions.

Horrible customer service

Received a super weird and unsolicited call from Jay Furgerson out of this branch. Had way too much information about me without verifying who he was even speaking to. Wa ... more

i tried to take my money out of my solo 401k and they said there is a restriction and they could not assist.

I gave a 1 star as I had to choose something. If it were up to me I wouldn't put any stars. I will never ever again have anything affiliated with Charles Schwab. I have b ... more

I don't who were people that have visited this location before. After being thoroughly frustrated with my two call-in experiences, I arrived with my Niece whom I had setu ... more

friendly and informative

Jerret G. was super helpful, went above beyond to help me with my account as Im visiting AK from out of state. Thank you!!

Emailed several people here trying to make an appointment and only one person responded but then stopped after a couple of emails.

this company is a joke. They should be regulated by the SEC and shut down. Just got a call from client advocacy team. Let me a number to call. I called the number asking ... more

Security question, pass code to protect your account. Until you get locked out. Try to call branch where account located in Southern California transferred to Texas. Bac ... more

No help at all. I had a question about a charge to my account. The representative had no info so he cancelled my card. I talked to another representative later that was a ... more

Good polite service

Ashley Cole. Never answers her phone or called me back directly. Can't believe it. Would recommend not going here.

I just immigrated to the country, and was treated like a national threat by their customer support line while trying to verify my account. Horrible experience, devastated ... more

Impossible to get through to local branch. Completely incompetent

Jill is always polite and courteous! She makes sure to make my money work for me! Thanks Again Jill!

Great office, Great people, very professional and very helpful!

I saw the posting that if I was referred by a friend and opened an account I could get up to $1000 bonus. When I opened an account in Dec 2022 in this branch, I asked the ... more

I walked in to the Charles Schwab location and asked to talk to someone about transferring funds to them. They told me to call the 800 #. Don't waste your time going ... more

Clear and friendly staff. Was able to set up my account quickly.

Worst office ever. Nobody answers the phone regardless of the hours.

I went into the office today to change my security code on my accounts and J was there to greet me. A very helpful and pleasant young lady that knew what I was talking ab ... more

Staff were friendly and professional, but when I walk in a place I expect to be able to ask some questions and get some work done. In this branch they primarily give you ... more

Quality service

I walked in extremely confused about how to go about transferring funds from one institution to another. Frank Benson was so helpful from the get-go! He hopped on the pho ... more

I have made several calls to Schwab trying to the Branch Manager Andrea R. to call me back about my bad interaction with the Client Service Specialist Sean, but guess wha ... more