1. Charles Schwab

0

Mission Viejo, CA

Cancel

Open app

Search

Charles Schwab

3.1 (17 reviews)
Closed • 8:30 am - 5:00 pm

By appointment only

Services - Charles Schwab

Investment management

Personal banking

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

9 years ago

Helpful 2
Thanks 1
Love this 0
Oh no 0

2 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

5 months ago

Helpful 0
Thanks 0
Love this 0
Oh no 0
Photo of A T.
0
15
4

1 year ago

Jocelyn Gray took such great care of my situation! She is a top notch professional and made my experience at Schwab so pleasant!!!

Helpful 0
Thanks 0
Love this 0
Oh no 0

1 year ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

2 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 1

2 years ago

They were friendly to me as I made a deposit for my son since he is out of town for awhile

Helpful 0
Thanks 0
Love this 0
Oh no 0

3 years ago

Helpful 0
Thanks 2
Love this 0
Oh no 2
Photo of Glenn J.
3
68
216

5 years ago

No ego, totally present, wildly competent staff who were beyond helpful. Just an awesome experience -thank you!

Helpful 0
Thanks 0
Love this 0
Oh no 2

11 years ago

Helpful 3
Thanks 0
Love this 1
Oh no 1

9 years ago

Helpful 1
Thanks 0
Love this 1
Oh no 1

8 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

10 years ago

Business owner information

Photo of Customer Support

Customer Support

Helpful 3
Thanks 0
Love this 0
Oh no 0

12 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0
Photo of W R.
0
32
2

10 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

12 years ago

Helpful 0
Thanks 0
Love this 0
Oh no 0

10 years ago

Business owner information

Photo of Customer Support

Customer Support

Helpful 0
Thanks 0
Love this 0
Oh no 0

Ask the Community - Charles Schwab

Review Highlights - Charles Schwab

“I also thought the receptionist, Carly was really nice and professional.”

Mentioned in 4 reviews

Read more highlights

You might also consider

Verify this business for free

People searched for Investing 568 times last month within 15 miles of this business.

Verify this business

Warren Street Wealth Advisors

Warren Street Wealth Advisors

(30 reviews)

I love Warren Street Wealth Advisors! My husband and I have had the pleasure of working with Justin…read moreRucci for several years now and we couldn't be more grateful for his guidance and professionalism. He has always made us feel confident that our financial future is in good hands. Most recently, he helped guide me through my transition into retirement, making the entire process seamless and stress free. His knowledge, patience, and attention to detail made all the difference. We truly value the relationship we have built with him and would highly recommend him to anyone looking for a knowledgeable, trustworthy, and caring financial advisor.

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.

Owen Zhang - OZ Wealth Management

Owen Zhang - OZ Wealth Management

(23 reviews)

Oak Creek

I had a great experience working with Owen Zhang and his wealth management team. Owen is…read moreknowledgeable, professional, and patient in explaining different investment and financial planning options. He took the time to understand my goals and answered all of my questions clearly, without any pressure. I truly appreciate his responsiveness, attention to detail, and personalized advice. I highly recommend Owen Zhang to anyone looking for trustworthy and reliable wealth management services.

Found Owen through Yelp, and he absolutely did not disappoint…read more From the very first conversation, it was clear that he's knowledgeable, thoughtful, and genuinely invested in helping his clients make smart financial decisions. He's helped me achieve strong returns on my investments, and beyond that, he's been incredibly helpful with other areas of my financial planning as well including opening and structuring my life insurance in a way that actually made sense for my long-term goals. What I really appreciate is that he takes the time to explain things clearly without talking over you or rushing the process. Everything feels intentional, transparent, and well thought out. I never felt pressured just supported and informed. It's rare to find someone who is both highly competent and easy to work with, but Owen strikes that balance perfectly. If you're looking for a financial advisor who is professional, responsive, and truly knows what he's doing, I highly recommend him.

Charles Schwab - investing - Updated November 2026

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