Reviews of Charles Schwab (Financial Consultant)

Tyler Snetselaar

Sal is fantastic! Great advice and very trustworthy.

Albert Yang

Nobody cares about the clients. The front desk woman asked me to go home and open accounts online myself. Charles Schwab is the worst broker, based on my super unpleasant experience.

Robert Wright

Good service

David Lowrance

Mary Murphy and her team do an excellent job serving customers well.

Teodora Aksamovic

Excellent customer service. The consultant that opened an account for my husband and I was very knowledgeable, courteous, and had a good sense of humor. Greatly appreciated all the expert advice on our retirement.

Robert Wright

Good service

Gordon Gekko

Wake up, will ya, pal? If you're not inside, you're outside, okay? And I'm not talking a $400,000 a year working Wall Street stiff flying first class and being comfortable, I'm talking about liquid. Rich enough to have your own jet.

Enrique Glotzer

Terrible for banking! Old antiquated system makes customer service useless. Took a week to open and could never fund the account. On top of it all, they did a hard credit check without warning first. Finally gave up after two weeks of back and forth!

James Novakoff

Big Schwab fan. But this is the worst office. On Wall Street. Very embarrassing for Schwab.

Doug Rowe

Schwab offers awesome products and has a very helpful call center; however, my experience with the customer service at this branch was less than desirable. The attendant at the front desk who was assisting me was very rude and condescending, as if I was wasting his time.

Paul Schreib

Kathy was very helpful even though my account is at a different branch. I had a great experience at this location. Thanks for your assistance.

Mrs. Deb Matson-Champagne OFS

Mary and Mark were amazingly helpful today (my first visit). They even made an emergency trip with us to get paperwork signed. They completely exceeded my expectations, were kind, courteous, and very informative!

Yan D Zhao

I came here to withdraw money but was told that this is an investment bank so you cannot withdraw money or do other types of transactions like you do at other typical banks.

jerry a

CHARLES SCHWAB ARE CROOKS! DO NOT USE THEM. THEY WILL TALE YOUR MONEY, CLOSE YOUR ACCOUNT AND FORCE YOU TO PURCHASE A $500 CERTIFICATE TO KEEP WHATS ALREADY YOURS!!!!!!!!!!!!!!!! THEY GIVE NO EXPLANATION AS THEY BLANKET THE CAUSE UNDER " A BUSINESS DECISION", LEAVING YPU WITH HARDSHIP. GOOGLE IT (CLOSED ACCOUNT AS A BUSINESS DECISION), YOULL SEE

Konig D

This is a financial institution. They have zero atm fees for a reason. They don't carry any currency in their institution, but will allow you to deposit via money order, check or free transfer and you are refunded a credit at the end of the month for any fee charged for using an atm that charges. No international atm fees so if you're studying abroad, or vacationing outside the US, this is a must!!!

Jee-Eun Burke

I don’t actually use this bank, but a really nice customer service man looked up the location of the bank I was looking for, so thank you!!

Yan D Zhao

I came here to withdraw money but was told that this is an investment bank so you cannot withdraw money or do other types of transactions like you do at other typical banks.

David Parker

This is a solid Schwab.

Jennifer Mimms

Called to make sure I didn’t need an appointment before I went to the office, Schwab confirmed I was good to go. Went to the office, needed an appointment. Was told to go to an office 30 minutes away. WHY

jerry a

CHARLES SCHWAB ARE CROOKS! DO NOT USE THEM. THEY WILL TALE YOUR MONEY, CLOSE YOUR ACCOUNT AND FORCE YOU TO PURCHASE A $500 CERTIFICATE TO KEEP WHATS ALREADY YOURS!!!!!!!!!!!!!!!! THEY GIVE NO EXPLANATION AS THEY BLANKET THE CAUSE UNDER " A BUSINESS DECISION", LEAVING YPU WITH HARDSHIP. GOOGLE IT (CLOSED ACCOUNT AS A BUSINESS DECISION), YOULL SEE

Konig D

This is a financial institution. They have zero atm fees for a reason. They don't carry any currency in their institution, but will allow you to deposit via money order, check or free transfer and you are refunded a credit at the end of the month for any fee charged for using an atm that charges. No international atm fees so if you're studying abroad, or vacationing outside the US, this is a must!!!

Porter

Not a full service Charles Schwab. Don’t show up expecting to get help, you’ll get turned away and told to go to southwest Portland.

Brian Schack

Charles Schwab Corporation is my favorite brokerage.

Courtney Nelson

DO NOT BOTHER WITH THIS COMPANY! We tried to get help with our money through this company but they kept giving us the run around . So now we are being evicted. They say they will step in and help when we need it but they don't. I put in my paper the apartment gave me but it wasnt enough for them.

llad .

I have had difficulty liquidating my late wife's substantial account through this firm. I was named as the sole beneficiary of the account and after contacting and visiting their offices in order to facilitate this request, they proceeded to force me to open an account with them for tax reasons. I filled out several lengthy forms and mailed them in. After a couple of weeks, I was subsequently contacted by a vice president, who asked me to come in and visit with him about where to place my investments in the account. He apparently, knew nothing about my request for liquidation. When I informed him that i wanted it closed, he abruptly cut off the phone conversation. Two more weeks went by and nothing happened. I finally called over the their offices again and was informed that the people processing the request did not know I had opened an account and had not done anything. . To date, Charles Schwab has stalled closing my wife's account for over a month. I am not a happy camper.

Courtney Nelson

DO NOT BOTHER WITH THIS COMPANY! We tried to get help with our money through this company but they kept giving us the run around . So now we are being evicted. They say they will step in and help when we need it but they don't. I put in my paper the apartment gave me but it wasnt enough for them.

adam sherrill

Planned my day with this place as the first stop. Tim was argumentative, rude, pompous, and overall put out to have someone bother him. I won't let this ruin me on the services of the company.

Michael Cole

APPOINTMENT ONLY? Lol, I didn't check the reviews before visiting. Rude and unhelpful. Not a branch. It wouldn't be hard to have the phone service tell it like it is instead of being all mysterious about it.

Nova Gunawan

They don’t follow their business hours posted on their door.

Floyydd Mumford

This company and it entire staff and agents are COMPLETELY INCOMPETENT!

Star Fan

We are so happy that we found Chad Vidovick to assist us in our retirement planning.

Steven S

What a terrible man. Charles Riopel was completely rude to my elderly mother who was following the directions the Schwab operator gave her because he said “This isn’t even my job.” He proceeded to blame me and her for the next 15 minutes by belittling us both for the ‘20 year old phone tech’ mistakes made previously by his own company. A word of advice to anyone who becomes as salty as he is- find a new job if it’s making you that miserable and try not to make other’s miserable.

llad

I have had difficulty liquidating my late wife's substantial account through this firm. I was named as the sole beneficiary of the account and after contacting and visiting their offices in order to facilitate this request, they proceeded to force me to open an account with them for tax reasons. I filled out several lengthy forms and mailed them in. After a couple of weeks, I was subsequently contacted by a vice president, who asked me to come in and visit with him about where to place my investments in the account. He apparently, knew nothing about my request for liquidation. When I informed him that i wanted it closed, he abruptly cut off the phone conversation. Two more weeks went by and nothing happened. I finally called over the their offices again and was informed that the people processing the request did not know I had opened an account and had not done anything. . To date, Charles Schwab has stalled closing my wife's account for over a month. I am not a happy camper.