Charles Schwab

Completely unhelpful. Why is it that the employees who work the front desk at Charles Schwab are so arrogant and unhelpful? I think it’s laughable that one reviewer talked about «Charles» at the front desk in a positive light. From my perspective, he was arrogant, unhelpful, distracted, and ultimately cost me a lot of time and stress by giving me incomplete paperwork. And yes, everything had to be notarized but no notary at Schwab? I did the same paperwork at Fidelity, and a notary was right there to help me, and their front desk staff came out from behind the desk and walked me through the paperwork. When I confronted «front desk Charles» about his paperwork mistake, he refused to take responsibility, and he said he did not remember me despite my many visits to that branch to try to deal with my trust account. It’s not just that Charles made an error, it’s just that he did it in an arrogant and snippy way and refused to take responsibility and was unable to help me resolve it — he just gave me more 1 – 800 numbers to call. I finally had to escalate to the Charles Schwab corporate office to get my issue resolved. My advice is to steer clear of Charles Schwab’s Sacramento Branch and take your business down the road to Fidelity, only a couple blocks away.

As a professional, I expect people to make appointments and to keep appointments that they have with me. Similarly, I expect to make appointments for professional services.
I called Charles Schwab to deal with some retirement account stuff, and not only were they more than helpful, they absolutely invited me in that afternoon to work with me on what I needed to do.
Everyone I interacted with was knowledgeable, courteous, and answered every question I had, even if I may have seemed rudimentary. They also made me some money that day.
The parking is easy, the office is clean, well-​lit, open, and my work was resolved within 30 minutes. I was treated well, and when I came in a second time for some follow up, Charles, the gentleman at the front, remembered me.
I enjoyed working with them, and would do so again in a heartbeat.

Sadness: Paperwork takes a long time. And then take this: tough luck if you don’t have an appointment for notary. Just need to book it, then come back in three or more hours after you are already there in person. HUH?! So service people at the front desk cannot perform notary, they can collect checks and other tasks only?
WHERE’S the SERVICE??? COME ON, TALK THE TALK… TALK TO ME CHUCK!!!