Charles Schwab

Feb 2024

After initially being frustrated to get someone in the office to answer the phone, once I did get through, the service they provided was excellent and would highly recommend leaving a message or making an appointment and they will get back to you.

Mar 2021

Am I going to manage my ETF account when Charles temporarily closed horse tours for being temporary closed but fidelity consults Dave Ramsey consults so you can wait for Charles Schwab to open or find other options good luck stay financially healthy in 2020

Feb 2021

Opening a account for my daughter, I live in Brockton and outside of Boston, this one of the closest offices near me. Upon opening the account, had problems confirming the account and investment strategy and time of automatic withdrawal.About a week to clarify with office and online account. Was contacted by customer service manager about my issues. So they do have follow up.