Charles Schwab

2.3 (3 reviews)

Investing, Banks & Credit Unions, Financial Advising

Open • 8:30 am - 5:00 pm

By appointment only

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Services - Charles Schwab

Investment management

Mortgage services

Personal banking

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Retirement planning

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Charles Schwab - Investing Near Me - Fairfield, Connecticut

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Robert C.

5 years ago

My experience has been dismal. i opened account dropped in pay check. funds "unavailable for 7 days". That's with an electronic mobile deposit. 3rd check was confirmed as deposited but some how ( glitch) was never credited. after customer service calls was told to drive to branch to deposit. di so. drop in box ( covid) . got a call "cannot deposit to checking account only brokerage. " btw i was directed to the "non bank schwab office by customer service. so... when can I transfer from brokerage to checking.? " give it 5 - 7 business days. Once its in i'm canceling account . athis just in. addendum : electronically transferred a few thousand to another bank scheduled tomorrow. My balance reflects deduction today . The money has not been credited to the recipient account. if you're out here Charlie give me a shout. incensed. so done. read more

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Susan W.

7 years ago

Sheila acting busy on the phone while 3 customers get annoyed and walk out door. Topped of by her being rude to customer who was attempting to DEPOSIT A SCHwab check read more

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Maggi H.

12 years ago

My sister and I have been working with Sheila for years. She is terrific, personable, capable and very ready to help and makes herself easily available to us. She is very patient with the many questions I ask to understand various transactions, beneficiaries etc.-- read more

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More info about Charles Schwab

1248 Post Rd
Ste 100
Fairfield, CT 06824
Directions
(203) 319-2626
Call Now
Visit Website
http://www.schwab.com

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Is Charles Schwab by appointment only?

Yes, Charles Schwab is by appointment only.

From the Business

Specialties

Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

History

Established in 1973.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. This page is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2017 The Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0217-RD3H)

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