Well, since Dec 2023, I have had a new financial consultant at this branch. Brandon K. has been my main advisor and I've met with him four times with a couple of meetings including Steve L. I have updated a financial plan, set further goals and have a representative that has a solid understanding of back door Roth contributions. I've been impressed with Brandon's professional and polished communication skills! He makes it comfortable for me to ask a question no matter how simple it may be. I leave this office feeling confident now. read more

I've now worked w/ Charles Schwab for a few years since leaving Edward Jones in 2022. I'm currently DIY in managing my retirement accounts but have worked w/ a couple of assigned representatives during my time at CS. Now work w/ Brandon K at this Chandler branch and have been thoroughly impressed with his knowledge, follow through and overall customer service. When contacting CS through their online site or phone reps, I've had nothing but excellent service there as well. Highly recommend Schwab and this branch/Brandon K...specifically. read more

I don't who were people that have visited this location before. After being thoroughly frustrated with my two call-in experiences, I arrived with my Niece whom I had setup a custodial UTMA for. After explaining to Emily (at front, blonde w/ glasses ) she listened intently, resolve the issue we immediately!!! I would/will continue my business with organization based on my interaction here!!!! read more

This office awful. Ryan Broyles could not care less about customer service. He does not answer voice mails. Without an appointment he will not even respond to provide guidance or direction for answers to questions. Even with an appointment he is distracted and obviously not attentive to customer needs. read more

Tried to make an appointment to discuss account and didn't get a call back just to make an appointment until 7 days later. Tried to make a compliant and got no where. If you need help with your account, expect to wait, hopefully it's not an emergency if you're at the Chandler branch! read more

If you are making a change in your account that requires a legal document please bring a copy of the document. I just had a court order destroyed by an employee who didn't know how to handle it properly. read more

My father passed 2 months ago, and I have spent the last 46 days trying to get Schwab to roll over his IRA. What a mess! Ridiculous amounts of paperwork and everything notarized. Zero help from the staff. My father left this money to me, but I feel like Schwab thinks it's theirs? Every time I think im done, there is one more signature ( notarized of course! ) I highly recommend you avoid this company. Try Fidelity, They are awesome and helpful and simple. read more

I left Charles due not selling my stock in timely fashion lost lot money So avoid Charles Schwab chandler branch avoid it read more

I tried to get an appointment with an advisor to set up an account with my 18year old grandson. 20 minutes to talk to him about investing. No chance unless he was depositing a large amount of money. I called Fidelity and have an appointment with them to help with setting up a proper account for my grandson. On top of that Fidelity has started a program for teens to start investing. Schwab not new or young investor friendly, Fidelity is the way to go. Very disappointed in Schwab. read more

My husband and I walked in to try and set up accounts for ourselves and our children. Immediately we were met with attitude and rudeness. Blonde lady with glasses asked what we needed and as we were telling her, she told us right away just to go to the website/app and do everything on there. I explained to her that Ive tried that way before and needed more help and she just kept directing us to online, basically trying to shoo us away. She didn't even try to help even just a little bit or direct us to someone who could. read more

Another poor experience with Schwab. Setup a "intelligent investment" account and was told a person from the local Chandler branch would be in touch to respond to some questions I had. No response, no answers, no anything. No wonder I have most of my assets outside of Schwab, but thought I'd try to see if they can perform. Epic fail, lousy service....they need to figure it out.... read more

Absolute trashcan of a company. On phone hold for three hours while my stock balances kept dropping because their trashcan system didn't do my sell order. Then they refuse to fix it. Do not deal with this company and find one of the new companies that will put a company like this out of business in the future. read more

I opened several Schwab accounts in the last 90-days and I have been very impressed with the staff and how Schwab operates. I'm a "Boglehead" (Index Investor) at heart, Schwab has welcomed and has embraced this, I have not been pressured to invest in actively managed funds. Danny Bhavsar, Client Relations VP, has been particularly helpful and has earned my trust. Danny helped me transition funds from numerous other investment firms to multiple Schwab accounts of various types (IRA, Roth, Brokerage, CD's). Schwab has a really cool tool that calculates the clients goals and risk tolerance then invests those funds for a VERY LOW expense ration. It's like a target date fund, it's called "Intelligent Portfolios". It's the George Foreman of investing "set it and forget it", just don't forget to keep putting your money in! I love Schwab Bank, it has free checks, free bill pay, use any ATM, and it's linked directly to my brokerage accounts. Schwab bank is primarily online but there is a brick and mortar branch 5 miles away for the 1-2 times per year I need to actually go to the bank. Their app is very robust and easy to use. You can deposit checks, transfer money, and see your investments and checking account all at a glance. read more

Convenient location right at the freeway. The Schwab website has limited info for investors making a trade. It's best to get info from other websites and then go back to the Schwab website to make your trade. Their people at that location are friendly and are able to field questions. read more

I was wanting to invest some money before the end of the year but I know very little about investing so my brother suggested Charles Schwab Intelligent Portfolio. You can set it up completely on line, but I didn't understand the different types of accounts so I called them directly. David was phenomenal!!! He spent 2 hours on the phone with me, walking me through each page and explaining everything. I was amazed at his knowledge and patience. I opened two different intelligent accounts and feel I have a much greater understanding of investments than before I called. I highly recommend them! David's customer service was impeccable!! I plan on transferring all my employer retirement of accounts to them. read more