Cancel

    Open app

    Search

    Charles Schwab

    3.0 (2 reviews)
    Closed Closed

    By appointment only

    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
    Photo of Thomas H.
    22
    128
    156

    1 year ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of I S.
    6
    22
    2

    14 years ago

    Helpful 1
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Charles Schwab

    Verify this business for free

    Get access to customer & competitor insights.

    Verify this business

    Trustage

    Trustage

    (3 reviews)

    Faircrest

    Never do business with this company. My insurance annuity…read morematured 1/25/26 and they have purposely delayed sending my funds for rollover into another Financial Institution. As if today 3/26/26. I have yet to receive these funds. Although they continue to keep my money, they refuse to adjust the interest earned. They have made this very very difficult and caused me undo stress.

    Trustage is the worst insurance company I've ever dealt with. I have them through VyStar Community…read moreCredit Union. I was out of work for a year due to an accident. While they initially covered me for the accident, when I lost my job during that time, Trustage subjected me to a series of questions, almost as if they thought I was lying or unwilling to return to work. I'm still unemployed, yet they continue to withdraw money from my account for insurance they aren't paying for. I'm sharing this review to see if anyone else has experienced something similar. Throughout the year, I couldn't work because of my accident, and they kept taking payments despite not compensating me. If I don't get results with the insurance commissioners, I'll stop them from taking more money and demand repayment for every penny they deducted after ceasing compensation. This company, CUNA, changed its name to Trustage to keep people from knowing who they really are. This is what they did to others: Claim 230-510-008 created on or about 5/8/23. On 5/9/23 letter of appointment was submitted via email, upon request from CUNA. On 5/12/23, death certificates for both ******* and ******* ****** were submitted via email, upon request from CUNA. On 5/15/23, an email from CUNA states they cannot pay out death benefits and are requesting the SAME INFORMATION already submitted I attempted to contact CUNA via phone. I first reached a claims representative, whose identity I did not document, and I requested a supervisor. A "Susan" came on the line, stating she was a supervisor and asked how she could help me. As I was explaining the issue, Susan continually interrupted me, attempted to talk over top of me, and placed me on hold without notice. I had attempted to explain to Susan how I had been receiving the run around from CUNA and wanted immediate attention to my issue. Susan then forwarded me to a "Claims queue" where I was "Caller #10". Your supervisor failed to listen to the customer, failed to address my issues, and just dumped the call. Then "Lauid" took my call and refused to forward me to Susan, or another supervisor, to which I hung up the phone and stated this complaint would be filed. CUNA is incompetent and is failing to execute on a beneficiary payout as requested. They are purposely requesting the same information, at least three times now in some regards, and refuse to provide telephone support of the poor customer service you provide. It seems apparent that CUNA is more concerned about wasting customers' time.

    Charles Schwab - investing - Updated May 2026

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