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    Charles Schwab

    3.2 (30 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    Updated over 3 months ago

    Services - Charles Schwab

    Investment management

    Mortgage services

    Personal banking

    1 More Service

    Retirement planning

    Charles Schwab Photos

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    Document shredding event for clients
    Edward C.

    Schwab moved locations last year to an easier to access location. It is right across a Residence Inn, and has parking right in front of the building without the need to get validation as required in the previous location. The lobby is very clean and has a coffee bar for guests. They also have other rooms and outdoor areas for entertaining clients. The client advisors are extremely helpful, and Schwab has a lot of good resources and a great interface for trading and monitoring portfolio performance. Lots of nice perks for transferring equity held at other institutions and you don't even have to sell the equity! Today, I came for a document shredding event for clients. This is very helpful service to help clients get rid of old sensitive documents, as we move towards being paperless.

    Root beer floats for event at Schwab

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    8 days ago

    I find that the staff at Schwab to be helpful, knowledgeable, friendly, & pleasant to deal with. I'm so glad that they are my brokers.

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    6 months ago

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    8 months ago

    Helpful 2
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    Photo of Sam O.
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    10 months ago

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    2 years ago

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    9 months ago

    Schwab is my go-to for travel and investing--unmatched service, great perks, and reliability!

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    2 years ago

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    5 months ago

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    5 months ago

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    9 months ago

    Website is easy to access and securely. Representative is easy to talk with about your account. Highly recommend.

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    Photo of DD D.
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    2 years ago

    Helpful 2
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    1 year ago

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    1 year ago

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    3 years ago

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    2 years ago

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    4 years ago

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    6 years ago

    Business owner information

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    Administrator

    Helpful 4
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    Photo of Jay S.
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    7 years ago

    Helpful 2
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    9 years ago

    Helpful 1
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    7 years ago

    Business owner information

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    Administrator

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    10 years ago

    Business owner information

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    Customer Support

    Helpful 3
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    Photo of John O.
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    8 years ago

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    Customer Support

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    6 years ago

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    Administrator

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    12 years ago

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    Photo of Dennis C.
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    15 years ago

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    5 years ago

    Business owner information

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    Administrator

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    8 years ago

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    9 years ago

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    11 years ago

    Helpful 1
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    8 years ago

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    Ask the Community - Charles Schwab

    Review Highlights - Charles Schwab

    I went in to this branch because I was having an issue with the app.

    Mentioned in 2 reviews

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    Daniel Pichardo CFP, CRPC - Bridge Financial Management

    Daniel Pichardo CFP, CRPC - Bridge Financial Management

    (21 reviews)

    I had recently come into a good amount of money. I wanted to invest it and since I had/ have little…read moreknowledge about such a thing, I decided to research and find someone who could help me. I talked to 3 different financial advisors and investors before I discovered Daniel. My first impression was how warm he was with a natural calming way about him. The other guys I met with did not have that. Some had a nervous energy. Some seemed rushed or hurried and made me think that they were distracted and pre occupied. As we were talking, Daniel and I dove into the present state of my life. What I would like to have "now" with this newly acquired money. How about near future plans and distant future, ie. retirement. He had no hidden agenda and genuinely wanted and KNEW how I could achieved these goals. We drew out a plan and I'm happy to say that I am well on my way, down the path I always wanted to walk. Needless to say, Daniel is the guy that I will be using for my financial well being. I have also recommended him to my friends and family.

    I spoke to Daniel regarding tax questions I had and even though at this point I didn't need his…read moreassistance as far as financial planning, Daniel was more than accommodating and gave me very pertinent answers to my questions. I want to mention again that I was not even talking about his field of expertise. Daniel even called me back about a question I posed about state taxes. Apparently he looked it up and updated me. His overall demeanor was so pleasing and his attitude was just superb. I know when the time comes to employ a financial advisor I will be contacting Daniel! Thanks Daniel!

    Warren Street Wealth Advisors

    Warren Street Wealth Advisors

    (29 reviews)

    After working with several larger firms over the years, we were used to feeling like just another…read morenumber. Our experience with Warren Street has been completely different. Even in less than a year, they've already helped us save money on prior tax filings, created a clear roadmap for our financial goals, and given us a structured, easy-to-follow plan. They're extremely responsive, thoughtful, and genuinely invested in our success. We always feel heard and supported, and never feel rushed or overlooked. Veronica, Emily, and Ernest are all wonderful to work with and truly care about their clients. If you're looking for a financial advisory team that combines expertise with personal attention, we highly recommend Warren Street.

    We've been with WSWA just a few months, and so far the experience has been great. The staff is…read moresuper friendly and kind, they always answer calls/emails within 24 hours if not the same day, and always have obviously read your emails and are clearly paying close attention to whatever your concerns are. And I would expect nothing less when dealing with your money-and so far that has always been the case. They have made recommendations, reorganized portfolios, offered tax strategy, and offered many other helpful tips. They really spend time getting to know you and what your lifestyle is about, what your plans are for the future years and into retirement, and give careful consideration to everything before moving forward. I'll be updating in a year or two after we see how it goes longer term. Thus far, we are very satisfied with our experience.

    Charles Schwab - investing - Updated May 2026

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