Charles Schwab

Charles Schwab customer since 1979 and, during the past few years, especially during the past few months, we have experienced a severe decline in service levels of any brokerage/​financial services company we have ever experienced. We are looking at migrating to another brokerage/​financial institution.

The parking structure at 221 main is shit!!! We had to pay an extra $ 20 more than we were quoted yhrough parking panda at $ 46… Then the guy who parked our truck dented the driver door bc we weren’t happy about paying more than we were quoted. Avoid!

For twenty years Schwab has provided my family with excellent service, good tools and a common sense approach to investing. Recently retired and consolidated all my banking into Schwab bank and the experience was always focused on me the customer and my needs. Whether my 401k, 529 account for my child, banking or mortages (they partner with Quicken Loans), I am totally happy with their financial services and they challenge all of the traditional banking institutions.

I just switched to schwab and couldn’t be happier. The people here made it so easy to switch, assisted me around the clock with all my paperwork and set me up with a financial advisor to discuss the transition. Additionally, they welcome me every time I come in with coffee and a smile! I am so excited this branch opened up so close to my work which will make this experience even better! Congratulations Schwab on a new branch and I look forward to stopping by again.

I have had a horrible experience with Charles schwab charitable fund after the recent death of my father. Upon his death I was the primary beneficiary designator to advise schwab where the funds are to be dispersed. We were in no hurry to do so as we were overwhelmed with emotions and sorting out other matters and we advised them of this in December 2011. However, in January without contacting me at all, they went ahead and donated the entire balance of funds to one of the charities we listed which was NOT AT ALL SUPPOSED TO RECEIVE THE FULL BALANCE REMAINING. Subsequent calls to them including Michelle, her boss Chris and also the schwab customer service advisory people have proved a complete waste of time. Therefore, we went ahead and complained formally to the state attorney general. We were not upset that the money was not coming to us personally let me clarify since Michelle seemed hung up on that issue and made a point (oh so rudely) to state loudly «the money doesn’t come to you.»…thanks Michelle… what a way to make us feel special. So, if you’d like to set up a charitable fund and actually get to decide which charity the money supports… and how much each gets… you probably want to look elsewhere!