No one ever picks up a phone at this location. This forced me to drive 70 miles to them only to find the front desk people NEVER answer any calls! I am transferring to Interactive Brokers. They have awesome reviews & they answer their phones!! read more

I had such a great experience rolling my 401K accounts into an IRA with the help of Sagar Sheth. Being a novice in regards to investments and retirement planning, stocks, etc., he took the time to explain things, help set up my account, and was extremely patient with all my questions. I highly recommend this Schwab location and the professionalism and knowledge of Sagar. See Kathy Borkovec also. I highly recommend THIS location! I had some troubles getting called back to set up an appointment from other branches, but Kathy returned my call quickly and started the ball rolling. Sagar took over from there and I felt very at ease knowing that they were both on top of things...being there to assist potential new clients. I'm exceptionally pleased with the service, and will continue to be a client (and recommend them/this branch) to others. Thank you, Sagar/Kathy! read more

Since my post I was contacted by Schwab and they admitted that they did not pay personal attention to my case and pleads, so they reversed the erroneous fees. In the end we part as friends, I appreciate the effort. Thanks read more

DONT BOTHER TALKING TO CHUCK OR JENNIFER! I transferred several accounts to Schwab. Evangi the broker I was assigned to in the Northbrook office was very accommodating at first and offered to beat everything I had at previous broker and offered free trades for a year to transfer $500K over and offer to beat the pleged asset line rate somehow even though I didn't know what the rate even was?. Long story short I immediately was charged for trades which when I called he offered to get corrected. I received a letter stating free trades for 60 days and I again contacted Evangi to correct via phone message and email. I made the mistake of throwing the folder with his promises handwritten away. I got no response so I went in and found out that he was transferred to another office. After contacting the branch manager I was contacted by Jennifer who offered me 75 free trades which I declined as it was not what was originally promised. She later raised it to 100 and did not care what I was actually promised and said take it or leave it. So much for customer service!... After all of this I wish I had left my account with the other broker at least there I had an account rep that would do what they say and actually call you back. Apparently there is no one above Jennifer to appeal to. It is the principle that Scwab is wiling to let their reps tell you whatever they want to get you in the door but then don't do what they say!. I did not receive any of the financial advice they offered day one nor has another account rep been assigned to me. I will be re-opening an account with my previous broker and will transfer back since I don't feel that I have been treated fairly by Schwab. Think if it all worth it before talking to CHUCK! read more