Charles Schwab

May 2024

Kathy and Elaina up front were both incredibly helpful. Had paperwork for our accounts we needed assistance with and they helped us from start to finish. All in all made the process easy and set clear expectations on where and who to contact if any issues came up. Will definitely stop in this branch if we need help again!

Jun 2020

Came in to open an account and was greeted by a friendly lady at the front desk! She happily answered all my questions and I was out within 15 minutes! She made sure I had copies of all the account info and walked me through the app and online features. Very professional and knowledgeable.

Jun 2017

With the opening of the Brookfield Office I was anxious to be able to take advantage of its suburban location rather than having to travel to Milwaukee, fight the traffic, parking in a structure , time element. I visited the office yesterday and met my new financial advisor. I am really looking forward to being able to go to this office of Charles Schwab right here in my community. I have been a long time customer of Charles Schwab and am looking forward to being able to work with my new advisor. Schwab has so many tools for me to be able to use and the convenience of this office is just great. My previous advisor of over 15 years has retired and I am really anxious to...read full review