Reviews for Charles Schwab

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Oct 2022

I worked with Kohler, he was knowledgeable and professional but I still felt like we were friends by the end of our meeting. The office is clean, and Josh (the other consultant in there) is so friendly. They seem like they’re passionate about what they do and genuinely enjoy their work. I’ll definitely keep Kohler as a lifelong financial consultant
Apr 2022

I recently opened multiple accounts with Charles Schwab after conducting a through search for a financial advisor who could continue help me successfully plan for and navigate into my retirement years (which is just a few years away) and assist with my financial needs and and goals.My search lead me to MANY who seemed willing and claimed they were able, but for one reason or another I just didn't feel comfortable making the transition. After receiving some advice from a trusted friend, I reached out to Charles Schwab (corporate) who reviewed their services and offerings. They caught my attention with multiple investment options ranging from self directed to managed services. They introduced me to their tools and research assistance that my friend highly touted in our previous conversations. Then they introduced me to the folks at the Pleasant Grove Branch, who sealed the deal with their personal touch.and advice. The process for opening accounts was straight forward, and the transition from my previous financial institution went smoothly. What blew me away was the personal attention I have received from Kohler and Josh. They are friendly, as well as willing and able to answer my NUMEROUS questions and best of all the services which I was receiving were FREE!I am a month into the transition after taking MANY months to decide and I haven't been disappointed. While I have chosen to take a self directed approach, I am considering some of Schwab's managed services. So far they have earned my trust and confidence.
Apr 2022

It is so nice having a physical branch to visit. I've had a hard time trying to transfer my 401K by myself for months now, so I went to this branch and they were able to sort it out within a few minutes!While meeting with Josh, he gave me great advice on a few investment strategies that were much easier to understand in person. It's nice not having to try and figure out everything online. When I have questions or need help, I will make sure to always visit this branch.Josh and Kohler are helpful, intelligent, competent, and kind!