Cancel

    Open app

    Search

    Charles Schwab

    3.7 (3 reviews)
    Closed Closed

    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 Lee B.
    0
    11
    4

    3 months ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    4 years ago

    Helpful 1
    Thanks 0
    Love this 3
    Oh no 0

    7 years ago

    Business owner information

    Photo of Administrator

    Administrator

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Charles Schwab

    You might also consider

    Verify this business for free

    People searched for Investing 117 times last month within 15 miles of this business.

    Verify this business

    Fidelity Investments

    Fidelity Investments

    (6 reviews)

    Downtown

    I have had Fidelity accounts for a long time. Many of the public companies I worked for had their…read morestock option programs through Fidelity. When I became self-employed, I opened up a Health Savings Account to reduce my tax bill. I use my HSA like a checking account: Money goes in monthly for the tax deduction, and money comes out the same month to pay my health care premiums. However, in Sept, Fidelity without prior notice, decided to delay my ability to withdraw funds. In the past I was able to xfer funds back to my checking account one week after the contribution. Fidelity now wants me to wait over three weeks to xfer the money back: Thats total BS!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!! I filed a complaint with Fidelity's regulator, and I am looking to move my HSA elsewhere. I am not going to do business with an unethical company that changes the rules without prior notice. Their change negatively impacts my cash flow.

    Fidelity Investments Inc., commonly referred to as Fidelity, is an American multinational financial…read moreservices corporation based in Boston, Massachusetts. The company was established in 1946 and is one of the largest asset managers in the world with $4.5 trillion in assets under management, now as of December 2021 their assets under administration amounts to $11.8 trillion. Fidelity Investments operates a brokerage firm, manages a large family of mutual funds, provides fund distribution and investment advice, retirement services, index funds, wealth management, cryptocurrency, securities execution and clearance, asset custody, and life insurance. I have been a customer for over 30 years and I have always been happy with their customer service, online platform, app and support. This particular office in Providence is nicely laid out and they always have a nice group of people greeting customers and helping them with whatever they need. They validate parking if needed.

    Merrill Lynch

    Merrill Lynch

    (2 reviews)

    DownCity

    I do a little business with Merrill Lynch, not a lot, mostly online. I do stop by the actual office…read moresometimes to set up an appointment, drop a check or ask a question. Their downtown office is very convenient to Kennedy Plaza and the entire downtown financial core. Merrill, is the investment management and wealth management division of Bank of America. Along with BofA Securities, the investment banking arm, both firms engage in prime brokerage and broker-dealer activities. The firm is headquartered in New York City and employs over 14,000 financial analysts and manages $2.3 trillion in client assets. The company also operates Merrill Edge, an electronic trading platform. Prior to 2009, the company was publicly owned and traded on the New York Stock Exchange. Merrill Lynch & Co. agreed to be acquired by Bank of America on September 14, 2008, at the height of the financial crisis of 2007-2008, the same weekend that Lehman Brothers was allowed to fail. The acquisition was completed in January 2009 and Merrill Lynch & Co., Inc. was merged into Bank of America Corporation in October 2018, with certain Bank of America subsidiaries continuing to carry the Merrill Lynch name, including the broker-dealer Merrill Lynch, Pierce, Fenner & Smith. In 2019, Bank of America rebranded the unit to "Merrill".

    I did business with this company for over 25 years only to learn that I was being gouged on…read morecommissions. I was very rarely ever given any leads on new stocks and had to find my own. I was then charged $150.00 commissions for getting in and getting out if I sold. I found these salespeople are more interested in how much they can get from you instead of how much they can help you. I am sincerely happy to be out of there.

    Northeast Investment Group - BURLINGTON OFFICE

    Northeast Investment Group

    (2 reviews)

    Taxes in Retirement 567 was a free class I attended that they led. Great overall education about…read moreTaxes (obviously), Roth conversions, taxing on social security and investments, and a list of other things. Robert's teaching style is direct, quick and easy to understand. Only improvement would be to add some humor and sarcasm. After the seminar attendants can book a one hour followup to discuss their specific situation. I attended the follow-up with my husband. Met with Robert tax specialist and Luis financial specialist, and it was great. They asked for income/tax/retirement materials in advance, had each reviewed and discussed them before we met. They had recommendations and insights, were able to address all our specific questions and concerns and had specific recommendations about them. They didn't try to sell us anything and were the first financial guys who didn't push their opinions on us. Because of this I wanted to give back by providing this honest review. I highly recommend the seminar because it is a great baseline of knowledge. I more highly recommend going to Robert to get a complete review of your personal situation, their evaluation and recommendations. Their knowledge is complete, which is true of so many companies. Besides their knowledge, they are good guys. Smart, efficient, patient and great teachers. So thank you.

    Associated with the New Northeast investment Group in Burlington Massachusetts under the guidance…read moreof Jason Ruel who had been extremely attentive to my personal and future goals and needs. This new association with the Burlington group should prove fruitful under Jason's watchful eye! I plan to completely monitor my new venture into making my portfolio work for me! Much thanks to this new Burlington Office!

    Charles Schwab - investing - Updated July 2026

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