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    Charles Schwab

    2.6 (8 reviews)
    Closed • Closed

    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    4 years ago

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    3 years ago

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    11 years ago

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    6 years ago

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    8 years ago

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    13 years ago

    They were patient and kind. Didn't make me feel like a dinosaur.

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    13 years ago

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    U.S. Bank Branch

    U.S. Bank Branch

    (17 reviews)

    Poor customer service at local branch. Keep you waiting among other bad customer service . Branch…read moreemployee demanded social security number then told us about how her accounts were hacked. She spent most time trying to up-sell new higher fee accounts. Shortly after visit with local branch we received spam emails from Huntington Bank and Community Bank and we have no accounts at either ??? Checks for new account from Deluxe check company never arrived and there is no way to track or check on status of Deluxe accounts without providing personal information even though Deluxe site says you can provide Check Order #. Based upon our personal experience in our personal opinion we do do not recommend US Bank.

    I am writing to express my profound dissatisfaction with the service I received at the 28th St…read more branch. I had an extremely negative experience with a customer service representative named Sophia Walls. Ms. Walls was exceptionally rude and appeared to lack the competence necessary for her role. She failed to schedule my appointment as requested, after a coworker had already wasted nearly two hours of my time the previous day due to similar confusion. To make matters worse, Ms. Walls knowingly directed me to a branch 25 minutes away, fully aware that they could not assist me. During this time, four employees at the 28th St. branch, including Ms. Walls, were idle but claimed to be "busy" and unable to help. In my opinion, Ms. Walls is not fit for a customer service position, and this branch needs intense customer service retraining. As a direct consequence of her actions, I am seriously considering closing my accounts with US Bank.

    Flatirons Bank

    Flatirons Bank

    (7 reviews)

    Central Boulder

    my wife and I used Flat Irons Bank and Peter Jamison to obtain a bridge loan as we downsized…read more Everything went very smooth with no issues. I would Flat Irons Bank and Peter Jamison for any lending needs.

    I first transferred to Flatirons Bank about one year ago. I met with Maureen, she helped me open my…read morechecking account and answered all of my questions. When I need something done besides just cashing a check or something of that nature, I always try to deal with her. She helped me fill out the papers when I was becoming a Notary and also was very helpful when I opened my savings account because I did not have the minimum balance in hand and she waived it for six months. And even though I am hardly ever there, she always says, "Hi, Ian" as soon as I walk in. The rest of the staff here is also very friendly and I have never had a negative experience. I absolutely love the way that their checking accounts work. It is pretty straightforward: there are no confusing fees and you get to use any ATM for free, which is really my favorite thing about this bank. They only have one ATM and I am pretty sure it is only accessible during normal business hours, so I do not think that it would be very practical to bank here if they did not refund the fees for other bank's ATM machines. I wish they had more lines of credit available to people who are trying to build their credit. Also, their online banking requires you to change your password fairly often and for some reason I get locked out after I change it even though I know I have the correct password. These are the only two things I do not like about Flatirons and they are both somewhat minor.

    Chase Bank - Chase Customer Service can help with your account and servicing needs. chase.com/digital/resources/customer-service

    Chase Bank

    (15 reviews)

    An example of why banks are going away as we know them today. As a longtime customer, i walk in…read morewith a bag of change to convert to cash. Oh, we dont do that anymore. What?! No too much trouble... the millennial told me. But YOU can put them in wrappers in our lobby. He gave me a plastic thing and wrappers with a smile. I sat there while 5 employees watched and NO customers were in the bank. No one even looked my way or offered to help. Thats what we call modern day customer service. Bye bye Chase!

    Okay. The most important thing about a bank is that it doesn't lose/misappropriate/embezzle my…read moremoney. Chase has not done any of these things. Yay, Chase! It has, however: - charged me hidden fees (apparently having a money market account is the same as having a financial advisor, so they charged a 'financial advisor' fee) - given me horrible financial advice (tried to get me to invest my money in the stock market - as recently as right now, but mostly in the last couple years. Oh yeah, great idea, I'll get right on doing that, Chase!) - gotten really confused when I moved from IL to CO. Apparently, despite having the same title, banks in IL and CO are (were) owned by different corporations or something and so it was well-nigh impossible to do things like, say, transfer my funds from my old account to my new account, or recognize that I had been a Chase customer for 5 years. - failed to recognize Swiss francs as a legitimate currency But like I said, what I count on a bank to do is keep my money safe, and Chase has done that, so they are A-OK with me, comparatively!

    Wells Fargo Bank

    Wells Fargo Bank

    (7 reviews)

    I don't have an account here. I work at a credit union down the street, so technically I"m a…read morecompetitor, and I have to say that the young people at this branch have phenomenal customer service. I was here to pay off a loan that was refinanced by my credit union and it seemed easier to just walk the check in than to send it off to a PO Box somewhere. When I walked in there was a greeter asking the reason for my visit, and when I explained, I was walked over to the line to speak to a teller. I think the teller might have been in training, because the young man behind her quickly stepped in to help with my somewhat unusual request. Then he involved the guy at the drive-up. To make a long story short, several people got involved in the transaction I needed to have done because it was out of the ordinary, but throughout the whole thing, everyone had a smile on their face and seemed happy to help find me the answer. They invited me to have a seat in their cozy lobby while they figured things out. In summary, I give the folks at this branch four stars for the amount of service they gave and their professional demeanor and positive attitude. Wells Fargo Bank itself probably deserves one star for the fact that they're a money-grubbing bank who fees its customers to death, but we'll leave that out of it for now and lean towards the employees at this branch who give amazing customer service. If it wasn't for the red tape they had to wade through to make the transaction happen, they would have gotten a solid 5.

    We use this bank for our company, I do not personally bank here and never would. I hate going…read moreplaces where I feel like I'm bothering someone to do their job and this branch made me feel so uncomfortable inside last time that I tried the drive up this time and they where even more annoyed and rude. They told me that my large amount of cash deposits where holding up their line!

    Wells Fargo Bank - Wells Fargo at the 29th St Mall

    Wells Fargo Bank

    (10 reviews)

    Terrible customer service at this branch. Further, they are not trained well and cannot handle…read morebanking needs for premier members. Avoid this branch at all costs-they will leave you to wait and wait - even three employees putting their heads together cannot manage a simple task. Today was sort of the last straw with this branch: I was told by the blond lady in a red jacket that they would be right with me, which was fine. However, instead of helping me (there were many people behind the counter and I was the only person in line), one of the employees was dismissed (she clocked out and left the bank) and the red jacket ignored me and turned to another task. If you go to the downtown branch, the tellers are far more professional. If you need help with premier checking matters, it's probably best to go directly through your broker or switch to another bank altogether.

    Wells Fargo has had some real problems with their national reputation lately but I have never had…read moreany problems locally. In fact, at the main location in Boulder, I have worked with a personal banker for several years who is probably the best I have dealt with at any bank, in decades. But the main location downtown on Pearl is not so easy to use for convenient quick access. However, Wells Fargo recently closed the convenience banking, drive up and ATM location near my home that I have used for decades. And sold the property. So it was time to research and find a new such location from their multiple other sites in town. I tried a few and this one turned out to be the best for me. The first two I tried were not satisfactory for me for various reasons, location access, my travel patterns and staff friendliness. This location was a good fit. It's right between Target and Trader Joe's, where I go all the time though quite a bit farther from home than my long term location. It's easy to park and use the ATM. And for a few items, I have needed to step in and use the tellers and I was immediately greeted, no lines at the tellers and everyone was friendly. And a bright clean decor. So this is the one for now.

    Elevations Credit Union - Resource

    Elevations Credit Union

    (179 reviews)

    Crossroads

    Human errors not forgiven…read more.. If you ever want to know how a "favorite" credit union handles customer service, accidentally make a "human" error on a payment. I did just that! The amount of credit card charges on last month's statement came to $595.69. I pay my statements - in full - monthly. In error I read - and made last month's payment - for $595.64 - technically .05 short of the statement amount. This month, an additional charge of $7.86 appeared on this month's statement - apparently representing interest charges for the "human" error I'd made in making last month's statement payment (actually, statement font is also relatively small). Thinking that the solution would be relatively simple, I'd call; tell the truth ("I made a mistake"), beg for forgiveness ("this is the first time I've ever done this")...and try to bring some "reality" (read: "humanness") to the situation ("since I'm a good, consistent customer...can you waive this fee"). Here's the OUTCOME...I MUST pay the EXACT amount on this month's statement ($579.18 - which besides credit card charges for the month includes the $7.86 interest charge for the "human" error made in misreading and paying last month's statement). Once this month's payment has been received by them, they will "take it under consideration" whether to "credit back" that interest charge onto next month's statement. Looks like this particular credit union 1) has little regard for "human" error; 2) struggles with recognizing "reality" - yikes for a measly .05; 3) that they would force, make and put a trusted, reliable customer (for over 30 years) through this kind of hoop-jumping torture. After 30 minutes on the phone with this financial institution, I've definitely learned a lesson. Truly ridiculous MY ADVICE: consider other financial institutions for your credit card needs. I've never encountered this type of twisted "customer service" from the folks at Chase. Maybe it's time to switch to only using them?!

    Fantastic credit union offering everything one could need. From mortgages, to savings accounts, to…read morefree notaries (for members) and free document shredding (for members) their team has you covered. Their parking lot is huge and there are tons of shaded spots. Don't have time to walk in - use their drive through. There are frequently two staff members sitting near the front door to help guide you to your appointment or teller. Tellers are friendly and helpful (Rosa is my favorite) and their beverage machine is top notch. You can make anything from a flavored seltzer water, to a dove chocolate hot cocoa, to an espresso or tea. The machine actually suggested I ramp up my hot cocoa to a peppermint one - and suggested I add some peppermint tea - how creative. They are highly involved with the community sponsoring outdoor movie viewings and guiding you along through the seasons. Today I saw a map and guide for fall leaf peeping that even included suggested stops for food and shopping along the route. If you are looking for a place to hold your money or request money for a big purchase (ask for Chris Cullen - he's the best loan officer around) definitely check them out!

    Charles Schwab - investing - Updated September 2026

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