Charles Schwab

Michael Saxton _{on Google}

Dec 31st, 2023

Do not invest with these clowns, they will make sure the retail investors die. These mooks fleased me for 19% over 2 days because of there small account destructive policies. Placing orders you do not authorize arbitrarily to ensure loses and keep you down. TD Ameritrade was a great and far brokerage who looked out for there investors, and we took care of the company. SWAB IS DIAMETRICALLY OPPOSED TO THE SUCCESS OF THE SMALL ACCOUNT HOLDER!!!! If you are under $250k, they make sure you stay there.

Stephanie Mberego _{on Google}

Oct 11th, 2023

This office is a bit difficult to get to, I live in pg county Maryland in district heights, and of course there is no office anywhere near my area. I had to park and walk a pretty far distance, and the building has not chosen to have handicap accessible doors. I explained what I needed to the banker, they told me they could help me and got me the paperwork. Upon further inspection at home, however, it was not correct

David K. _{on Yelp}

Jun 3rd, 2022

Schwab has proven to be more concerned with selling its advisory services than with providing timely investment guidance.  I had been a Schwab private client but terminated that relationship due to lack of responsiveness and failure to provide proactive guidance from Schwab's team.  Though Schwab gives lip-service to fiduciary responsibility it does not provide adequate supervision of its investment advisors,  As such, it is easy for an advisor to male recommendations that are not suitable in light of evolving economic conditions and changing circumstances for individual clients.

Glenn Robelen _{on Google}

Mar 11th, 2022

I called the office on Monday to get simple answers about Roth IRAs accounts I have with Schwab. I was told I could possibly get an appointment a week out. I expressed my urgency for a meeting, and an appointment was setup Weds afternoon with an advisor.
Weds. morning I received a call stating that The advisor was out sick, and an appointment was rescheduled with The advisor Thursday morning. The appointment time came and went - no call. About an hour later, the advisor called, but I was deep in work for the day, and could not call back until later in the day - but I was put in voicemail.
I called the main number and spoke to the rep answering calls. He setup an appointment for me to talk to A different advisor Friday afternoon. The appointment time comes and goes, no call.
I call the office again, and The rep apologizes and offers to setup an appointment the following week - my response is I need to speak to somebody that day.
UPDATE: I did get a call on Friday, and my questions were answered.