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    Awful website. Phone number does not have an option to speak to a person. Transferring my funds to a rollover.

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    Terrible customer service. They don't know anything to any question you have. They do not answer emails either.

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    Charles Schwab

    Charles Schwab

    (1 review)

    I have been going back and forth over writing a review. I usually let things go, but this…read moreexperience I could not. The experience I had upset my husband and me. So, upon reading several negative reviews on the Charles Schwab Horsham branch, I took a chance to go there anyway due to the convenience of the location. The female representative in the office was very friendly and offered great customers to her ability. However, when the Branch manager came out. That's when my experience changed. The branch manager was not welcoming at all. My husband wanted to ask him a question; he seemed uninterested, very nonchalant in his response to the point of being stand-offish. He referred us to the other account rep in the office, and he seemed not to care either. Although we have a fiduciary to manage our account, I felt being a customer to Schwab for 25 years; he could have at least been courteous towards us in seeing if our question was something that he could answer. I may not have a hundred thousand dollars in my account, but I deserve to be treated with respect with the money I have in my account. This was my first time at that branch and my last. I will drive to the Philadelphia branch regardless of the travel distance for better customer service.

    From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

    Ascensus - financialadvising - Updated May 2026

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