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    Charles Schwab

    3.4 (16 reviews)
    Open • 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

    Charles Schwab Photos

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    21 days ago

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    9 months ago

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    1 month ago

    Quick, friendly service. Convenient parking. Coffee, soft drinks, and water served on site.

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    Photo of Arthur S.
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    1 year ago

    Terrible policies they don't look out for their customers. Stay away or prepare to be swindled.

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    2 years ago

    Helpful 4
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    3 years ago

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    2 years ago

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    5 years ago

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    3 years ago

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    5 years ago

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    9 years ago

    Helpful 4
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    8 years ago

    Business owner information

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    Customer Support

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    7 years ago

    Business owner information

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    Administrator

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    3 years ago

    Business owner information

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    9 years ago

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    9 years ago

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    Ask the Community - Charles Schwab

    Review Highlights - Charles Schwab

    “They even forced changes to my private account password, cutting off all access while they emptied my holdings.”

    Mentioned in 2 reviews

    Read more highlights

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    Fernandez Financial Advisory

    Fernandez Financial Advisory

    (14 reviews)

    I went to FFA because of the excellent reviews, her experience and was listed on NAPFA…read more Unfortunately, my experience was not positive. I was clear from the beginning about the purpose of the consultation when we spoke on the phone and was willing to work with me to schedule the consultation. On the consultation date after i uploaded my docs, she just did not seem prepared. Amongst a series of problems, from the start she focused on how I could use the software program, not my primary concern. Worse, we spent 45 minutes on the phone with the software technical assistance person (who now also had access to my financials) trying to figure out a fairly simple comparison. At certain points they both appeared to forget I was there. Suffice to say, I left that consultation without my main issue fully addressed. Final straw, when I emailed her later that day to express my dissatisfaction, she never responded. She is probably a great CFP, but with this customer the experience was an epic failure.

    I was putting off getting help with my retirement planning because I was afraid I'd get bad news. I…read moredid a lot of research and remember hearing Delia on Air Talk with Larry Mantle. I called, set up a 1 hour appointment, and completed the financial inventory requested. She was able to explain my financial status in terms that I could understand. She agreed to let me audio record our session so I could review it after our meeting. And I left with a three ring binder containing an analysis of my current financial situation and projections for retirement. She suggested a few changes, but overall I'm in good financial health. I love what another reviewer wrote and I agree, " So for some of you women out there, smart up! Forgo one of those stupid designer handbags or trips to the spa. Invest in yourself and your future and make an appointment with Delia Fernandez."

    Charles Schwab - investing - Updated September 2026

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