Cancel

    Open app

    Search

    Charles Schwab

    3.5 (21 reviews)
    Closed Closed

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    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

    Reviews With Photos

    New location
    Andy F.

    Charles Schwab has been my stock brokerage since... basically this year. Started with Scottrade which was acquired by TD Ameritrade, which was recently acquired by Charles Schwab. With almost everything being done online or over the phone, there's not a whole lot of need to go to the office. Though there are times when having face to face interactions and direct communication is much more better. This new Charles Schwab office is located along Bishop Street, right before Queen Street at the street level of the Davies Pacific Center. This building has a parking garage, but not sure if there's validation. If not, there's metered parking around. The newly constructed office is super clean, bright, and welcoming, of course. I had an issue that just needed better clarification because communicating through emails and phone calls (which you need to WAIT and WAIT and WAIT) was just not getting anything done. The time zone was an issue, and some people just don't have phone voices (and Aloha spirit). Luckily the team at Charles Schwab were very helpful and patient. The receptionist was exceptional. Friendly, kind, patient, and very helpful in getting the assistance I needed. Their team helped me double check everything to make sure all documents were filled correct and all supporting documents were included. Needlessly to say, everything went smoothly. I'm glad this office is here with an amazing team to guide and assist me in making sure the process is done right the first time.

    See all

    Photo of Ward K.
    175
    648
    5427

    6 months ago

    Helpful 11
    Thanks 3
    Love this 7
    Oh no 0
    Photo of D T.
    0
    117
    7

    2 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 1

    1 year ago

    Helpful 3
    Thanks 1
    Love this 0
    Oh no 0

    2 years ago

    Helpful 9
    Thanks 1
    Love this 6
    Oh no 0
    Photo of Jack R.
    0
    33
    23

    1 year ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Helpful 4
    Thanks 2
    Love this 3
    Oh no 0

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    3 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Rude front desk staff who speaks about private at the front desk space prior to bringing client into back spaces.

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 3

    7 years ago

    Helpful 5
    Thanks 0
    Love this 1
    Oh no 0
    Photo of John F.
    1273
    851
    10240

    10 years ago

    Helpful 18
    Thanks 0
    Love this 10
    Oh no 1
    Photo of E L.
    0
    9
    0

    5 years ago

    Business owner information

    Photo of Administrator

    Administrator

    Helpful 5
    Thanks 0
    Love this 0
    Oh no 1

    4 years ago

    Business owner information

    Photo of Administrator

    Administrator

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 1

    4 years ago

    Excellent service by telephone Thank you I was grateful to find the staff knowledgeable and helpful

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    11 years ago

    Helpful 5
    Thanks 0
    Love this 2
    Oh no 0
    Photo of Dale C.
    216
    38
    1

    16 years ago

    Helpful 6
    Thanks 0
    Love this 2
    Oh no 0
    Photo of Dane T.
    55
    13
    13

    13 years ago

    Helpful 4
    Thanks 0
    Love this 2
    Oh no 1
    Photo of Dan S.
    0
    91
    3

    12 years ago

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 1
    Photo of D L.
    0
    5
    0

    8 years ago

    Business owner information

    Photo of Customer Support

    Customer Support

    Helpful 2
    Thanks 0
    Love this 0
    Oh no 1

    9 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Charles Schwab Reviews in Other Languages

    Ask the Community - Charles Schwab

    Review Highlights - Charles Schwab

    I/we COULD NOT imagine a more professional, personable, and CARING individual than Teresa Tanaka in your Honolulu Office!!!

    Mentioned in 2 reviews

    Read more highlights

    You might also consider

    Verify this business for free

    People searched for Investing 335 times last month within 15 miles of this business.

    Verify this business

    Agape Wealth Management, LLC

    Agape Wealth Management, LLC

    (20 reviews)

    Downtown

    Agape Wealth Management, LLC Pros: Quick response, easy to…read morereach, available and punctual Cons: Not really anything negative to report, just didn't get to meet in person, but then again, didn't need to either. Gene and Brandon were both quick to respond and always available to answer questions. We set up a time to go over a list of items and they were prepared. Both communicated with me on what the plan was, emailed me as promised, gave me options for dates/times and was more than flexible when I needed to make last minute changes based on my schedule. I needed them to work on my forms ASAP and they did not disappoint. They got it done faster than I expected and explained it all to me in easy to understand terms. Overall, my experience AWM was impressive. They far exceeded my expectations in response time, finishing up loose ends, keeping me on task without being pushy and charged a fair price for the work done. They were so helpful and knowledgeable in answering any questions I had. If anyone is in need of getting your taxes done quickly, accurately, efficiently, and at the right price, give these guys a call. You won't be disappointed. I learned my lesson to let these experts do their thing. It is well worth the price (and it's not expensive) and peace of mind to let these professionals help you. I know they will be getting my business next tax season. I already feel at ease knowing they will be there to help me, whereas in the past, it would be so stressful for me. I can't thank them enough for helping me out of a jam.

    I hired Gene and his team this year to file taxes and was hoping to create a long-term financial…read morerelationship with them. They are nice people and were really helpful with filing this year as well as previous years outstanding taxes. Unfortunately 6 months later it's still not complete and I am trying to finalize payment plans on my own. I tried to contact Gene multiple times with either no response or no follow through, so I ultimately ended my business with them. He did apologize and offered to finish the job after I ended our business, but it's been dragging on and weighing on me for over 6 months and a new tax season is coming up again in only 2 months and it's just not worth the headache anymore. I would not recommend hiring Agape Wealth Management unless you have easy simple taxes that don't need any communication or follow up from them.

    E.A. Buck Financial Services - waiting area

    E.A. Buck Financial Services

    (46 reviews)

    Downtown

    If you're like my husband and I, you work to make ends meet, with hopes you can retire in the…read morefuture. We didn't have money to invest while we were working, but figured we both had pensions, an annuity and a 403b so hopefully we were okay. We sat down with a few financial advisors throughout the years, but never felt the connection with them or the fees to hire a financial advisor was out of our reach. Some financial advisors told us we didn't have enough monies to retire until age 67. Well last year on the recommendation of a work friend, I convinced my husband to attend a free retirement seminar EA Buck had in the Kapolei area. Hesitantly, my husband agreed saying he would accompany me, but going to classes was not his thing. To my surprise he enjoyed the seminar, participated in the Q&A's, felt the speaker was knowledgeable and said, let's sit down with one of their advisors and see what they say. A few weeks later were set to meet with Justin Hodges of the Kapolei office. That day changed our lives. Justin reviewed our portfolio, listened to what we had to say, entertained our ideas of wanting to retire early and actually said it was possible. What??? Really!!! Retirement in Las Vegas at the age of 55 and 57 was possible and a good idea? No negative response like that's a bad idea, or you don't have enough monies? How much is it going to cost us to work with you Justin? ...Nothing up front, you make money off of our investments? You can also manage everything remotely even when we move to Vegas? This is too good to be true!!! We now meet with Justin often. I bother him all the time by email or text. I ask him the same question all the time. We've become good friends. Justin is awesome! Easy to talk to, funny, knowledgeable in the tax and retirement rules and laws and he's smart. We're fortunate to have met him, we have full trust in his strategies and abilities. We recommend EA Buck and especially Justin Hodges to all our friends and family. Young and old it's never too early to work with EA Buck to set your retirement foundation. Wish we meet Justin sooner.

    I have now called 3 times and have yet to hear back. We are long time customers - over 30 years…read morewith numerous policies. Seems like they sell you something you're forgotten.

    Morgan Stanley - Aloha Tower docks

    Morgan Stanley

    (9 reviews)

    Downtown

    Usually, we have a yearly view of our accounts. Well it's that time now. I've been using Morgan…read moreStanley under purview of Jimmy Bennett. He has extensive experience at New York Stock Exchange and a technique which makes sense. He handles millionaire accounts which speaks for itself. He's grown my minuscule account and grown it. My friend is quite happy with her account! $1.1 million to $1.5 million within a short period despite market going up and down drastically. I prefer to put most of my money into investment versus banking interest rates of .04%. I'm at 9% on my accounts. My money is working for me and ever so grateful for Jimmy who is honest, personable, and hardworking in the wee mornings. If you really want someone to grow your money? See Jimmy Bennett. I referred lots of families and friends who are quite happy and love the excellent services and any questions about their accounts, and/or trends in the market. Call Morgan Stanley on Bishop Street....

    Well, I have the top Wealth Management team managing a portfolio running between 825K and a whole…read moremillion buckaroos so yeah - I Morgan Stanley!! This is generational wealth in the sense that my Grandparents lost everything in the depression, left a little portfolio to my 100% Scots mom who squeezed every last penny until it begged for mercy and left almost 825K to me. In the meantime I paid almost 100K to re-roof my domicile in 2016, got through the Pandemic unscathed, just loaned 20K to my oldest daughter to buy her first home with her domestic partner (in Vermont) ... So yeah, I recommend Morgan Stanley.

    Charles Schwab - investing - Updated May 2026

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