1. Charles Schwab

0

Carlsbad, CA

Cancel

Open app

Search

Charles Schwab

3.1 (13 reviews)
Closed • Closed

By appointment only

Services - Charles Schwab

Investment management

Personal banking

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

2 years ago

Helpful 3
Thanks 2
Love this 1
Oh no 2
Photo of Ron J.
0
78
8

3 years ago

Business owner information

Photo of Administrator

Administrator

Helpful 2
Thanks 1
Love this 0
Oh no 0
Photo of Vin T.
894
392
4563

8 years ago

Helpful 39
Thanks 0
Love this 41
Oh no 0

4 years ago

Helpful 1
Thanks 0
Love this 1
Oh no 1

5 years ago

Business owner information

Photo of Administrator

Administrator

Helpful 1
Thanks 0
Love this 0
Oh no 0

8 years ago

Business owner information

Photo of Customer Support

Customer Support

Helpful 3
Thanks 0
Love this 0
Oh no 0
Photo of F P.
247
111
7

9 years ago

Business owner information

Photo of Customer Support

Customer Support

Helpful 4
Thanks 0
Love this 0
Oh no 0

8 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0
Photo of P J.
0
8
0

8 years ago

Helpful 2
Thanks 0
Love this 0
Oh no 0

10 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

15 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

11 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

10 years ago

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 Investing 219 times last month within 15 miles of this business.

Verify this business

San Diego County Credit Union

San Diego County Credit Union

(51 reviews)

After sending a letter to SDCCU I was contacted by Paula (NFD) and she advised me that whoever…read morereviewed my POA and the Death Certificate was wrong and that the documents provided were okay and that I could now come in and be added to the account and close it if need be. The next day I went into the Oceanside Branch and spoke with Lupe and she was very professional and extremely helpful. I was added to the account as a POA and then the account was closed.

My review is not about a specific branch, but about SDCCU's unethical banking and lending…read morepractices. I had a credit score of 723 and was promised a car loan at 3.00% APR. After I found my vehicle a week later, the bank suddenly claimed their "internal percentages" had changed my rate would now be 4.5%. I felt cornered and went ahead with the loan. Nearly four years later, with my loan almost paid off, I moved and filed a change of address with USPS. My June payment was made, but I missed July's payment. By August 5th, SDCCU had frozen my checking account where my direct deposit funds were still coming in, but I couldn't access or transfer any money, even to pay the car note linked to the same account. I tried calling multiple times but was kept on hold endlessly. I assumed it was a system glitch. A few days later, I walked outside and my car was gone. After calling 911, I was told it had been repossessed with no notice, no calls, no warning. After four years of on-time payments, SDCCU repossessed my car over one missed month. When I went to the branch in shock, my account was still frozen. The branch manager only unfroze it after I paid over $600 in repossession fees, plus the missed payment. The bank has refused to provide a copy of default notices sent or itemized statement of fees. They cannot provide this because I was only one month behind. To make matters worse, the tow company damaged my vehicle so badly that it became undrivable. I had the dealership repair it and sent the invoice to SDCCU only to discover that SDCCU owns the same recovery company responsible for the damage. When I contacted the Consumer Financial Protection Bureau, SDCCU denied all responsibility. SDCCU is not a trustworthy institution. Their lack of transparency, unethical lending changes, and predatory repossession tactics show how little they value their customers even long-term members in good standing.

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

Chase Bank

(20 reviews)

Martina is the nicest lady you will ever meet. Great service…read more She went above and beyond the call of duty and showed me the benefits of a local branch office.

I must say as a former bank branch employee myself locally here in San Diego this was the most…read moreoffensive and awful experience I have ever witnessed in any bank I have ever stepped foot in. The banker who I had made an appointment with was great and more than helpful beyond my expectations, and the teller I spoke with prior to was more than happy to accommodate and recognize my general banking needs. However, the man who approached me in the branch (possibly Anthony?) was not only at first intimidating (when I really wanted nothing to do with him because I had a specific appointment with one individual and did not care to share my information with him, at all, and just by the vibe he was presenting) telling me to easily just call the 800# on the back of the credit card I have and dismiss me.... The main reason I came to the branch was because the 800# could never either understand or care to listen to my concern in the first place. Having worked in a bank branch myself for years, again... (I fully understand the stress that bankers and tellers are under to perform and how impossible their goals may seem to be to obtain) so my heart goes out to the lovely banker who took the time to actually listened to me and addressed my concerns appropriately. HOWEVER, I HAVE NEVER IN ALL MY DAYS EVER BEEN YELLED AT BY A BANK EMPLOYEE IN PUBLIC OUTSIDE OF THE BRANCH THAT I PURPOSELY WANTED NOTHING TO DO WITH THAT "I WAS DONE!" among god knows what else he was yelling about which I cannot hear because I am partially deaf. I simply wanted to give the banker enough time to research the already dreadful situation and respected her time and thoughtful process to look into it on her own. After having been yelled at in public by I am guessing Anthony? I re-entered the branch only to have him him YELL AT ME MORE ABOUT MY AFFAIRS THAT HE SHOULD KNOW NOTHING ABOUT AND I DID NOT SHARE WITH HIM. In his hatred and tirade of verbal abuse I asked, "so does Chase bank really want to destroy me financially?" Which he then confirmed hiding from his desk two doors down and unable to address me as a person said "YES," and then thoroughly told me to get lost. The 1 star goes directly to Anthony for showing no respect or decency, being completely RUDE and NOT respecting any customer privacy, if I could give him negative a million stars I would. I also see that on his U4 he has a judgment against him for failure to pay HOA/mortgage and was probably foreclosed on in the past. Good for him to show any respect for any person that walks in off the street. If Anthony or whoever that person was would like to speak to me I am sure he knows how to find me. I never authorized him to view any of my info or to work with me in any way. I do business in that shopping center 5 days a week, live up the street, and work with many local business owners, and know enough of Chase Mortgage brokers in SoCal, and know enough people who work at 270 park ave NY, NY close enough to Jamie to point this out to them. Thank you to the banker who actually helped me, she deserves a promotion, and I am sorry you have to work with such a disrespectful coworker right next to you. If his behavior today is in some way rewarded by management I highly encourage you to look for other job opportunities. I will be sure to let my friends know how toxic and caustic an environment this particular branch is up and down poinsettia going forward and how helpful only one banker really is, as I work in good faith with the one employee and the support she gave me faithfully and politely trying to help me in between this Neanderthals' barking.

Charles Schwab - investing - Updated October 2026

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