Charles Schwab

Financial Consultant, Investing, Financial Advising

100 Commercial St #106, Portland, ME 04101

Reviews for Charles Schwab

Write a review
  • Oct 2023

    This location is by appointment only. I requested one online and through the main phone number. Never heard back. Decided to just show up at the office since I only needed to deposit a check. Office was completely dark. Not a soul to speak to.

  • Apr 2022

    For a huge company, they do some really STUPID things. Case in point. For years, 10+ at this point, I've been on the paperless documents option. I haven't received anything on paper from them for years. But, every few months they send an email suggesting I "Go Paperless". This means that this huge company is too stupid, or lazy, to check whether you're already on Paperless before sending the email. I think it's time to find a new brokerage.

  • Apr 2022

    Updated review from 2021: (5 stars) Looks like they changed their investment limit policy. Super helpful staff and available to answer a wide range of questions. Glad to see this branch now provides assistance to the average Mainer.Previous review from 2019: (1 star) Couldn't make an appointment here as they only cater individuals with at least $500,000 invested. Not available for the average Maine resident. Lame.

Photos

Add a Photo
Charles Schwab
View All Photos

Hours

Monday: 8:30AM - 5PM
Tuesday: 8:30AM - 5PM
Wednesday: 8:30AM - 5PM
Thursday: 8:30AM - 5PM
Friday: 8:30AM - 5PM
Saturday: ClosedSunday: Closed

Tips

certifications: certified financial planner by appointment only

Ratings

Google Google: 3.8/5

Charles Schwab

100 Commercial St #106, Portland

Directions Call Website Suggest an Edit