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    Charles Schwab

    4.0 (1 review)
    Closed 9:00 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

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    2 months ago

    I like Schwab. This office is managed by the same people as in Windermere. Great for when you need face to face and/or local assistance.

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    Wells Fargo Bank

    Wells Fargo Bank

    (6 reviews)

    Raciest bank manger got upset with me because I was asking questions in reference to my account…read morechanges that's coming up on 5-20-2024. I found out about the upcoming changes through a email from Wells Fargo. I went into the branch at 726 E Highway 50 Clermont, FL 34711. I spoke with a banker first (blue shirt) and he informed me that I have 6 months before the new fee schedule will take effect! I asked him if a fee hit my account between 5-20-2024 and 11-20-2024 would they waive the fee and he said he can't promise me that! I asked could I speak with the branch manager so I could express my concerns due to the banker not being able to give me a definitive answer! He went to speak with him; mind you the bank manger was not busy because when I pulled up in and parked he was outside looking at a auto accident that was at the stop sign minding other people business! The banker came back and wanted to finish helping me but he was no help due to everything he was telling me was online and I already knew it! I asked him about my account being grandfathered in and he said Wells Fargo no longer offer that! I insisted on speaking with the Short Old Caucasian branch manger with no name badge on and he told me to come in his office he never pulled up my account but he told me my account always had fees! Which was not true! He kept over talking me and putting his hand in my face! He then told me to close the account because he didn't care and get out of his branch! Branch Manager accused me of disrespecting his banker and he was never even in the room with us to witness such behavior! Wells Fargo Branch Manager is a LIAR! Please bank somewhere else! If i had millions in my account and my skin was a different color I would have been treated better!

    What a great branch! Super friendly, clean and each time I've been, it's not very busy. Some other…read morelocal branches will let you sit and wait, not this one. They are all about quality customer service. I highly recommend over the Clermont and Winter Garden locations, those take forever.

    Addition Financial Credit Union

    Addition Financial Credit Union

    (5 reviews)

    Horizons West / West Orlando

    I have been banking with this bank since it was UCF CU & CFE CU…read more I have 5 accts with this bank, i.e. mortg, credit, save, check, & def. save. (1) During the height of the pandemic, the state payroll was delayed & Addition immediately reported 1 mo. late to the credit agencies in more than 25+ yrs. I have had various auto loans (3) & mortgages (5) with this organization since 1994...never late & paid in full. Addition did not recognize the state & fed guidelines for deferred options I requested. They pretended not to understand deferment & told me I wd have to go to the branch physically. However, all face to face options were not available Mar 2020 at the wd height of the pandemic. (2) They also randomly & Illegally changed the conditions in my mortgage contract that was est. before Addition bought out CFE. I cannot mk my 2-months in advance payments on my mortg. Instead, they stated that although I pay my mortgage 2-months in advance I will also have to cont. to mk reg mo. payments on top of the advance payment ea. mo. This letter changing the terms of my prior agreement is a breech of contract. That means I will be paying a total of 4- mo. in advance. I do this because of how the state pays & so I will never be late because Addition is quick to report to the credit agencies if you are late but slow when you pay off debt. (3) Their bill pay system is outrageous. Although I am enrolled in auto pay for my HOA fees & other bills, Addition does not accurately show my remaining balance in my account post check distribution like a real bank. For example, I have auto pay on HOA & when their 3rd party billing writes & sends the check, they dont deduct the funds as a normal banking payout. Instead, they don't deduct the funds until the other party cashes the check. So, you will never have an accurate accounting record. My HOA called to let me know that ea. mo. I was incurring late fees because Addition's 3rd party bill pay system never sends the auto payment on the date requested. Hence, you will have to do it the old fashion check book recording method yourself to keep up with your avail. bal. (4) In Jan, I paid off a $5k credit card debt & 7-mos. later I am still waiting for Addition to report to the credit agencies. I called during July & they blamed the bureaus. I waited an additional mo. & nothing. Finally, I filed a dispute & only then did Addition clear the debt on my credit report. I also question if they are still a CU. They act like a commercial bank.

    If I could give 0 stars I would- long story short- a company had a system glitch and charged me 3…read moretimes which caused me to have insufficient funds. I have NEVER EVER had insufficient funds with Addition since I began my relationship with them in 2014. The company credited my account the funds taken, but when I called Addition to get the 3 NSF charges credited they told me "unfortunately at this time we are unable to credit any of the fees". The representative could clearly see that the company reversed the charges made in error and while the NSF costs them nothing they still charged me and refused to return the NSF fees. This ends the relationship. DONE!

    Charles Schwab - banks - Updated May 2026

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