I felt that I needed to change financial advisor. in addition I thought this location would be more convenient. When I walked in, they asked what I wanted in a financial advisor I told them. After waiting over a week a young man calls me and he has none of the credentials I wanted in a financial advisor. After a week the branch manager calls me (she admitted to forgetting about me). I get assigned someone else, after meeting with her, she is not someone I would have chosen for myself. We had a couple of meetings to assess risk factors and third meeting with another advisor after which she was still asking the same questions. She seemed unable to move forward. Well, I... read full review
April 2023
I wanted to open an account as we have an upcoming trip to Italy and several people recommended Charles Schwab for ease of currency withdrawls and savings on the foreign transaction fees. It seemed that the people at the front desk wanted me to open my account myself, which I guess I could have done, but not being tech savvy, was hoping they could do for me (or at least help me). I had hoped to open a joint account, but since I did not know my husbands SSN, assumed I could open a single account and then bring home the paperwork to add him and mail back in. They kept telling me that I could do this myself at home if I had a computer…seriously, it felt a little condescending,... read full review
April 2023
I wanted to open an account as we have an upcoming trip to Italy and several people recommended Charles Schwab for ease of currency withdrawls and savings on the foreign transaction fees. It seemed that the people at the front desk wanted me to open my account myself, which I guess I could have done, but not being tech savvy, was hoping they could do for me (or at least help me). I had hoped to open a joint account, but since I did not know my husbands SSN, assumed I could open a single account and then bring home the paperwork to add him and mail back in. They kept telling me that I could do this myself at home if I had a computer…seriously, it felt a little condescending,... read full review
I felt that I needed to change financial advisor. in addition I thought this location would be more convenient. When I walked in, they asked what I wanted in a financial advisor I told them. After waiting over a week a young man calls me and he has none of the credentials I wanted in a financial advisor. After a week the branch manager calls me (she admitted to forgetting about me). I get assigned someone else, after meeting with her, she is not someone I would have chosen for myself. We had a couple of meetings to assess risk factors and third meeting with another advisor after which she was still asking the same questions. She seemed unable to move forward. Well, I... read full review
I wanted to open an account as we have an upcoming trip to Italy and several people recommended Charles Schwab for ease of currency withdrawls and savings on the foreign transaction fees. It seemed that the people at the front desk wanted me to open my account myself, which I guess I could have done, but not being tech savvy, was hoping they could do for me (or at least help me). I had hoped to open a joint account, but since I did not know my husbands SSN, assumed I could open a single account and then bring home the paperwork to add him and mail back in. They kept telling me that I could do this myself at home if I had a computer…seriously, it felt a little condescending,... read full review
I wanted to open an account as we have an upcoming trip to Italy and several people recommended Charles Schwab for ease of currency withdrawls and savings on the foreign transaction fees. It seemed that the people at the front desk wanted me to open my account myself, which I guess I could have done, but not being tech savvy, was hoping they could do for me (or at least help me). I had hoped to open a joint account, but since I did not know my husbands SSN, assumed I could open a single account and then bring home the paperwork to add him and mail back in. They kept telling me that I could do this myself at home if I had a computer…seriously, it felt a little condescending,... read full review