Charles Schwab

Nov 2024

I read these reviews and felt compelled to post my experience since my experience was so positive. I dropped into the branch, without an appointment, and Scott made time for me to give me advice on setting a Schwab IRA to use for transferring my 401k. He could not have been nicer, patient and helpful in providing the information needed for transferring funds and setting up the IRA properly. I planned to do my own investing and have not been pushed to anything different since the transfer was made a couple of years ago. I'm sorry to read that others may have not had the experience they had hoped for, but I can tell you that it certainly is not the experience for all...read full review

Aug 2024

Rude personnel Scott Major. I went in to make a deposit, the man who helped was very kind and maybe didn’t have the knowledge to inform me that what I wanted to do was not possible at this location, understandable. This probably isn’t the first time this has happened to a customer. After calling to clarify Scott was very defensive and almost condescending, stating “if you go to another bank like Wells Fargo you could see everywhere that it says banking, we don’t do banking here”. Asking to receive a phone call after a mixup isn’t a hard ask and seems reasonable but Scott made it clear it wasn’t required and if I ask anyone about him he’s been there for...read full review

Mar 2022

I had the Great fortune to meet with Financial Consultant Mr. Rex Casey to discuss opening several accounts with Charles Schwab. Mr. Casey was very knowable of the products and services that were available and made me feel at ease making the selection for my personal banking & financial needs.Outstanding Job Mr. Casey!!!Thanks,Darryl L Crenshaw