Charles Schwab

Run Guo

Aug 29th, 2021

I want to give a 10 stars good review if I can do that. This is the first time I do some account stuff for my business with Charles Schwab, my brain was empty when I face to the numerous financial terms, especially for me without any experience in this field. I would say many thanks to Lauren Blaney, she is patient and professional, she always replied my emails on time and answered my questions patiently. She did the online meeting with me and guided me step by step to set up my accounts and explained to me how to use these accounts. I never ever saw any person in any bank can be so nice like her.

Tina C Woodruff

Aug 29th, 2021

I've been trying to get ahold of someone, anyone, about our inheritance, but keep getting the run around of 'oh, that's someone else's department'.

Santiago Guerrero

Aug 29th, 2021

They are just a pain. I had a custodial account. When I turned 18 I went to the office with my dad to fill out all the paperwork to get the account transferred to me. After 3 weeks of sending faxes (they do not have an email to receive documents), going 3 times to the office they haven't transfer the account to me, I can not trade and has been just frustrating.

Charles B. Roberts

Aug 29th, 2021

The representative I met in this location was young and inexperienced and not the least bit helpful. He was not able to or did not want to do a retirement planning analysis for me...in my opinion he was being lazy. That was the reason I
took the afternoon off work to meet with him. Once I complained, he did the analysis and came up with 2 different answers. Total waste of time and tried to complain to the Schwab customer rep...while I was explaining what happened she was busy reading her computer screen and not really paying attention. The manager then came in and started yelling at me saying I was not allowed to be a upset in that Office. Do not waste your time if you want real stock market guidance as they will refer you to an independent stock broker anyway.