Cancel

    Open app

    Search

    Charles Schwab

    2.8 (27 reviews)
    Closed Closed

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

    Charles Schwab Photos

    You might also consider

    Recommended Reviews - Charles Schwab

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    Reviews With Photos

    Front of building
    Henry M.

    Have had really bad, bad, good and excellent experiences with this office. One thing is for sure is they are consistently inconsistent. 90% of the time the guys up front do a great job so I'm giving them 4 Stars. I have had no less then 6 different account managers, for some reason they only work there a couple years then move on. I really liked the last one I had before he moved on. My new one.... "with all her accolades" I had to tell her what to do then the guys up front had to politely tell her it was not there job to do hers. " that was a year ago, so I don't even know if she is still there. "I try my best now to have the guys up front take care of me. Anyway 3 stars tops for Charles Schwab as a complete Organization.

    Store front

    See all

    9 months ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    1 year ago

    Not a very friendly guy at the front counter. I was told printer was slow and had to wait a long time to have a printed form.

    Helpful 1
    Thanks 1
    Love this 0
    Oh no 1
    Photo of Brian D.
    1560
    2325
    2193

    3 years ago

    Helpful 0
    Thanks 1
    Love this 1
    Oh no 0

    1 year ago

    Helpful 1
    Thanks 1
    Love this 0
    Oh no 0
    Photo of Calvin R.
    15
    129
    42

    2 years ago

    Helpful 3
    Thanks 2
    Love this 1
    Oh no 0

    8 years ago

    Helpful 26
    Thanks 1
    Love this 26
    Oh no 0

    3 years ago

    Helpful 3
    Thanks 1
    Love this 0
    Oh no 1
    Photo of Thai L.
    0
    24
    11

    2 years ago

    Helpful 1
    Thanks 1
    Love this 0
    Oh no 1

    3 years ago

    Helpful 0
    Thanks 1
    Love this 0
    Oh no 0

    5 years ago

    Helpful 2
    Thanks 1
    Love this 0
    Oh no 1
    Photo of Tim Y.
    55
    1209
    15313

    12 years ago

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Mr. R.
    0
    39
    0

    6 years ago

    Business owner information

    Photo of Administrator

    Administrator

    Helpful 3
    Thanks 1
    Love this 0
    Oh no 0

    3 years ago

    Helpful 1
    Thanks 1
    Love this 0
    Oh no 0
    Photo of Denise B.
    115
    23
    2

    5 years ago

    Business owner information

    Photo of Administrator

    Administrator

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0

    9 years ago

    Business owner information

    Photo of Customer Support

    Customer Support

    Helpful 5
    Thanks 0
    Love this 1
    Oh no 0

    5 years ago

    Business owner information

    Photo of Administrator

    Administrator

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0
    Photo of E N.
    0
    33
    50

    8 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    17 years ago

    Helpful 2
    Thanks 0
    Love this 2
    Oh no 0

    15 years ago

    Helpful 3
    Thanks 0
    Love this 1
    Oh no 0

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    8 years ago

    Business owner information

    Photo of Customer Support

    Customer Support

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Meg M.
    176
    5
    1

    9 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    17 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Johnny G.
    286
    142
    72

    12 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    15 years ago

    Helpful 1
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Joy S.
    6
    88
    8

    16 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    10 years ago

    Business owner information

    Photo of Customer Support

    Customer Support

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Charles Schwab

    You might also consider

    Verify this business for free

    People searched for Banks & Credit Unions 11,051 times last month within 15 miles of this business.

    Verify this business

    Fidelity Investments

    Fidelity Investments

    (33 reviews)

    Willow Glen

    I've had a great experience with Fidelity. My high school employer used Fidelity and my boss at the…read moretime helped me set up a little 401k. I was young and no clue how to navigate 401k or retirement accounts. I was lucky enough to get started at the age of 16. Sure it was not much what I was putting in but my employer was contributing dollar for dollar up to 5%. I left that company and never touched the money. Now that I have one foot in the grave I reached out to them to discuss my money. I was assigned a great gentleman named Richard. Yes, they charge a fee. But I don't mind as long as I'm making money. Richard was very patient and took the time to answer all my questions. I ended up adding a little more money to my account and I've seen a good return I believe it's right around 10%. I have not been into the actual location but I have turned my family over to Fidelity. Prior to Fidelity I reached out to Fisher investments and they turned me down because I had "too little money". Fidelity has never made me feel bad about how much or how little I'm able to add to my portfolio. Additionally they offer a regular account with a much higher interest rate than your regular bank. Check them out! Especially if you can get Richard!!! Tell him you saw my review on Yelp. Good luck! Hope this helps!

    This branch is a nightmare, having working with fidelity for over 15 years I have never encountered…read morestaff that act this way, it could be management or just this branch in general but at this location we were paired up with Michaela who we asked to help us with multiple transactions. Our issues began whens She failed to keep our room private and would walk out in the middle of a private conversation with wealth management and leave the door open. When asking her about specific questions about trading in the app and other financial advice She was unable to answer basic questions about certain accounts, couldn't figure out how to help us navigate the app, and rather than go and ask another staff member for assistance she would just tell us to do it ourselves. (What is the point of coming to the branch if we can't have you assist us and having us do all the transactions ourselves?) while these were somewhat small issues, it made communication with her incredibly difficult because we were aware that she wasn't as knowledgeable as she needed to be and that isn't fair to us) Half way through the appointment I asked the front desk for a supervisor number so I could call and speak to them, twenty minutes later we finish our meeting and I return to the desk and there isno number, we wait in the lobby and while we are standing there, Michaela comes out of her desk and in front of every client in the main lobby asked loudly "if I had a problem with her". The Front desk failed to de-escalate their staff member and when I asked for a number they kept saying wait, I then asked one more staff member for a simple number to speak with someone privately and while I kept being told I would receive the number, it never came. Do not work with Michaela from this branch, she is confrontational, unqualified for her position and doesn't respect Client's privacy.

    Teh Financial Coaching

    Teh Financial Coaching

    (101 reviews)

    I have met with Christine Teh three times now. As a math teacher and professional, I have always…read morefelt a bit of shame and embarrassment about not being able to get a handle on taxes and finances. Christine was so encouraging. She took the mystery out of all the mess and gave me the confidence to take ownership of my finances. I always felt safe to ask any question, and she always answered in a way I could understand. This coaching experience has been life-changing! I cannot speak highly enough of Christine Teh and the invaluable financial guidance she has provided.

    Christine is unlike anyone I've ever worked with. I'm 71…read moreyears old and have worked with many financial professionals throughout my life--including tax professionals, advisors, and planners--but Christine is truly in a league of her own. Her level of knowledge is unmatched, but what stands out even more is the heart she brings into every interaction. You can feel her care. She's not just doing a job--she's devoted. Devoted to your clarity, your security, your peace of mind. With Christine, I feel both grounded and supported. She holds a rare blend of precision, presence, and genuine dedication to your well-being. I wholeheartedly recommend her to anyone seeking more than just financial expertise. With Christine, you're not just hiring a professional--you're inviting in someone who truly cares about you. Thank you, Christine, for always showing up with such love, compassion, and integrity.

    Paige Fiduciary Services - Founder of PFS

    Paige Fiduciary Services

    (9 reviews)

    Cambrian Park

    This Individual makes too many mistakes and has hate in Her heart. I was excluded!! discriminated…read more! and lied too every single time I had an experience with this team it was negative and degrading . Complete joke. Shit show. From hell I was told I was priority to pick first since I'm the oldest grandson and that was a complete lie. Everybody got to pick before me and it's evident changing the options to choose. This person needs to hold herself, some accountability and lose her license. She's breaking too many rules that she has an obligation to uphold her license! Crooked ! Rip off !!! Total disappointment and no, never provided full accounting, which is a beneficiary right and a fiduciary duty to provide she plays favoritism, which takes from a family and causes issues. She'll take your money and run , and get your family to turn on you! Evil person ., A true wolf in sheep's clothing! She lost everything I was told from my lady cousin ,supposed to give to me she had held for me .. never got them .. junk jewelry with Missy diamonds popped out ,total disrespect.. baby has the oldest grandson I was supposed to go first and Pick like she said well she messed up and gives everybody else a chance to pick my first pick out of one out of five. My little sister got ! Ha ha how the hell is that fair? She caused an uproar with me and my family , and they should take her license away. I want my accounting for accounting not what you want to provide. That's not providing full accounting that's being a control freak and breaking the law.

    Don't trust this business. As I looked at reviews and considered Daniel D's 1-star review, I…read moreinitially discounted the 1-star as the anger showed through and I had no basis for judgment. Yet, I also considered four of the other seven 5-star reviews are not credible as they are from other businesses that would benefit from giving good reviews (scratching backs) and not clients or family members. Now that I experienced Stevie misrepresenting to me for a few years, a one-star review is appropriate. Many times I asked her about my mom's property and the estate. In hindsight she deflected and obfuscated during those conversations. So she lied to me by omission and commission then I found out after mom passed that she was treating me as a third party but not being honest about that. Now the estate property is going to be used by a "per se" other fiduciary, the property manager. Stevie hides behind the narrow scope of her fiduciary responsibilities, all the while talking up her business. Tangibly, she wants the narrow scope of her business responsibilities and sidesteps moral and ethical standards that I hold to as a veteran. Stevie will come across as nice but make no mistake, there's calculating selfish monetary gain in her actions and behaviors. If you've already hired her, recommend getting a full review of accounting through a lawyer and change whom you are trusting with estate assets because she is not trustworthy.

    Charles Schwab - banks - Updated May 2026

    Loading...
    Loading...
    Loading...