1. Charles Schwab

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    Fremont, CA

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    Charles Schwab

    3.4 (13 reviews)
    Closed • 8:30 am - 5:00 pm

    By appointment only

    Updated over 3 months ago

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    11 months ago

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    20 years ago

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    4 years ago

    Service was quick and attentive, they got everything done quickly and deposits were done fast and easy.

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    9 years ago

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    6 years ago

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    10 years ago

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    14 years ago

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    10 years ago

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    16 years ago

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    15 years ago

    Opened my account online and went in for help on fund distribution. Cynthia was such a big help! Thank you! Can you be my friend? :)

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    13 years ago

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    9 years ago

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    17 years ago

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    Professional Tax Services - Future owner of Professional Tax Services.

    Professional Tax Services

    (80 reviews)

    I FEEL ABANDONED! I received an IRS notice for discrepancy for a prior year filing. Panicked, as…read moreI've never received any type of IRS letters/notices/audits before, I quickly contacted Neil for help. I left a message in the client portal, emailed twice, and called multiple times to a voicemail that doesn't accept messages. No response at all. Very unprofessional! After review of my taxes myself, I discovered that Neil made multiple mistakes. Missed amounts that were on the financial forms I submitted. Just sloppy work on his part. I trusted him & had been a loyal client. My bad for not thoroughly double checking his work, but his bad for not double, triple checking the numbers as a tax professional. This is an honest review & I'm hoping to save others from him. If you ever get audited, he'll ghost you & you'll be on your own.

    I'm very disappointed with the lack of professionalism and communication. I scheduled an…read moreappointment with Neil last week to meet in his office this past Monday at 9 am (a date and time that he suggested). When I arrived (no more than 4 minutes after 9), the office door was locked, and no one was there. I double-checked the suite number, asked someone in the building if I might be in the wrong place, and still couldn't locate him. I called twice with no answer and couldn't leave a voicemail because the mailbox was full. I also emailed to let him know I was on-site and trying to reach him, and I received no response. I then tried contacting him through the online tax document portal chat function (which he instructed me to use to upload my documents), and still no response. I took time off work and used PTO to make this appointment. Given that I was asked to upload sensitive personal information (driver's license, SSN, and tax documents), being completely ghosted at the last minute is unacceptable. I would not recommend a tax professional who confirms an appointment, is a no-show, and provides no communication.

    Charles Schwab - investing - Updated October 2026

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