Charles Schwab

2.3 (3 reviews)

Banks & Credit Unions, Investing, Financial Advising

Closed • 8:30 am - 5:00 pm

By appointment only

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Investment management

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Charles Schwab - Banks & Credit Unions Near Me - Lutz, Florida

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Nishant N.

Elite 26 All-Star

1175

1278

8141

6 months ago

I needed to drop off some financial documents, so I went to the Charles Schwab office in Lutz. I found parking easily outside, and once I was inside, I had to wait a few minutes in line for my turn. When it was my turn, the lady at the counter greeted me. I verified my documents and dropped them off without any problems. read more

Helpful 10

Thanks 2

Love this 7

Oh no 0

Peter Y.

2151

2 years ago

My wife just stopped by this office. The receptionist was taking a personal call and did not acknowledge her. Now my wife doesn't want to do business with Schwab. What are the other options? I have a Schwab account too after they took over TD Ameritrade, and I am underwhelmed too. read more

Helpful 0

Thanks 1

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Susanna Y.

2 years ago

Terrible experience. I entered through the front door and the receptionist was on a personal call. She did not greet me or even acknowledge me. She did not ask how can i help you or pls have a seat. Instead she says I am on a phone call. How rude! They have lost my account due to her lack of professionalism, her rude attitude, her nonverbal behavior of not making eye contact, tone of voice as if she were talking down to me. Should be a zero. If you handle my funds, you had better respect me. Now, I will take my accounts elsewhere. read more

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More info about Charles Schwab

25926 Sierra Center Blvd
Lutz, FL 33559
Directions
(813) 261-4740
Call Now
Visit Website
https://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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Maggard Wealth Management

(5 reviews)

The best in the business, Maggard Wealth Management is a Very thorough and professional. It was a…read moregreat experience. All my questions and concerns were handled swift and with knowledge.

Very impressed during a hosted retirement dinner so I booked the free consultation! Brett is very…read moreknowledgeable and help me with my retirement planning! Wonderful experience!

Navy Federal Credit Union

(17 reviews)

Credit unions are the way to go for military members and their family…read more They have lots of features on their website and mobile device. They have a few investment products for retirement they sell life insurance which is what I actually do for a living.

UPDATE: 9/23 - No card, no tracking, no idea where the card is. Was it ever printed? Was it ever…read moresent? Guess we'll never know. Went into the branch a few days ago and asked for the manager -- 2 hour wait. I was waiting for the joke, but guess what...it's me, for trusting that a reputable establishment would resolve an issue regarding my money, idk. Definitely should've checked the reviews before driving 40 minutes to this branch with the expectation that I'd get my issue resolved in real time. I'd like to start by saying a 1 star is generous. I went to get a replacement debit card on Friday, 9/6, because my chip malfunctioned. Before verifying that a card could be printed, Dillon both deactivated and destroyed the card that I had. So, printer is broken, I either have to wait indefinitely, or he can "do me a favor" and overnight it, I'll receive it on Monday, 9/9. Today is Wednesday, 9/11. No card. No tracking number. No record of it being sent to me. And, to add insult to injury, he didn't even properly reset my pin, so I'm walking around with a digital card that's getting declined because Dillon failed to do his job. Imagine having to go through all of the accounts your card is attached to, change the number, then find out the physical card doesn't exist, so the customer service line offers to "waive the fee" to send you a new card, thennnnnn, you have to do it all over again. I trust Navy Federal solely based on affiliation, which I now know makes me an idiot. Update from NFCU: Card wasn't even PRINTED until Monday 9/9, by someone with whom I didn't even interact when I went into the branch. Who is Diamond? Certainly not the white boy I dealt with...Not only was it not printed until Monday, they didn't even have the decency to expedite it, so now USPS has it and it will possibly be delivered by SEPTEMBER 19th. Approximately 9 business days after I was assured it would be overnighted. Imagine how pleased I am. I'd highly recommend NOT going to this branch, and based on the reviews, it ain't just me.

Charles Schwab - banks - Updated September 2026

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Florida West Coast

3.0

(2 reviews)

Never have an issue with the branch on Ridge Rd, in Pasco County . The tellers are always helpful…read moreand friendly and the manager Carrie couldn't be nicer. My only issue with the credit union as a whole is getting the branch on the phone.

I went into this establishment and was not even greeted just gave me a look of "what do you want"…read moreHow dare you walk in here. I was told I am eligible to open an account but got the feeling I was not wanted. Very rude, no customer service, no welcoming smile. Will never return.

Third Federal Savings & Loan

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(5 reviews)

Friendly! Had a walker, they opened the doors for me, when I arrived and when I left! Purchased a…read moreCD was in and out in 15 minutes!

I have a HELOC with 3rd Fed. Overall, the approval process and rates offered were good. There is an…read moreannual fee added to your loan. Also, their online website is truly useless. I can't order additional checks (request takes 10 days) and there are fees for wire transfers, etc. I couldn't get copies of loan documents online either. Really bad website but representatives were very nice.

Mike Fasano Tax Collector

3.3

(3 reviews)

I wanted to ask about the taxes I am paying on my home. It is crazy. I have paid less for my house…read morethen my neighbor and yet I pay almost 1,000 a year more than they do. I have tried to talk to someone. I have my homestead exemption, I am a widow and retired yet my taxes went from 2,000 a year to 4,000. I had to get a loan just to pay the taxes this year and will probably have to get another one for next year.

Love this tax office and this continues to be my one and only preference. It's not too far from…read morehome and I've only had positive experiences here. Staff is always friendly and they get you in and out pretty quickly. Daughter came here most recently for her road test. New driver alert lol. They were friendly and patient with her. She was nervous but the male instructor helped ease her nerves given he was nice and patient with her. And SHE PASSED!!

Truist

5.0

(1 review)

What a difference a few months make. I went into this branch because the 800 number told me I had…read moreto because I got locked out of my account. A very nice fellow named Kelly helped me. He walked up to me and asked if I needed help and I said well yes I do and told him my problem. He quickly took care of my problem and helped me develop a new password and I left there a happy camper. So the next time you go to that bank, ask for Kelly.

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