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    Charles Schwab

    3.2 (15 reviews)
    Closed Closed

    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    5 months ago

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    9 months ago

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

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    8 years ago

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    7 years ago

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    3 years ago

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    Ask the Community - Charles Schwab

    Review Highlights - Charles Schwab

    I came for a statement that shows I currently own Carnival stock, so that I can get $100 shipboard credit on my next cruise.

    Mentioned in 2 reviews

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    Chase Bank - Storefront

    Chase Bank

    (2 reviews)

    Took my Mom and the pup on a day trip to 2nd and PCH for maybe some window shopping, lunch, really…read morejust to kill a day when we both realized and errand we forgot to run a bank errand. Luckily, we found this spot! So, my run here was literally, less than 2 minutes. Came in, gave my pin, got my funds, got out. It was quick. It was smooth. Teller was friendly. The whole place was clean. Why not the perfect rating? Good quick run. Loved the convenience. We went on with our day with less stress simply because this branch happened to be here. And so glad of it.

    I've been a loyal customer of the 2nd and PCH Chase Branch since 2022, and my recent visit only…read moresolidified my decision to stay. From my initial experience with Dylan and Adam to my recent interaction with Steven and Greg, the service has consistently been exceptional. Dylan and Adam set the bar high with their personalized approach back in 2022. They took the time to educate me on the best accounts for my personal and business needs. Their quarterly check-ins and attentiveness whenever I needed assistance were invaluable and played a significant role in my decision to remain loyal to this bank. During my recent visit, Steven and Greg continued to uphold the standard of excellence set by Dylan and Adam. Steven provided insightful guidance and was very welcoming when I visited the branch. That kind of warmth and attention to detail made me feel like this branch gives that tride & true "white-glove" attention to detail type of service. Greg was professional, efficient, and attentive to my financial needs. Together, they ensured that I had a clear understanding of my account options and made informed decisions. Thanks to the outstanding service provided by Dylan, Adam, Steven, and Greg, I am confident in my choice to make the 2nd and PCH Chase Branch my go-to location for all my banking needs. I highly recommend this branch to anyone seeking personalized attention and expert guidance.

    SchoolsFirst Federal Credit Union

    SchoolsFirst Federal Credit Union

    (55 reviews)

    I've been banking with SchoolsFirst Federal Credit Union for over 12 years, and I can honestly say…read morethat the experience at Schools First and the bankers are the best! Vesna is by far the best banker I've ever had the pleasure of working with. She consistently handles my family's transactions with professionalism, care, and a genuine kindness that truly stands out. Vesna's customer service is simply the best -- she always makes us feel valued and appreciated. Her attention to detail and willingness to go above and beyond make every visit a positive experience. Everyone at the branch is lovely and I've never had a bad experience here! Thank you, Schools First!

    At 4:54 pm on a balmy Tuesday 08/09/22, I walked into this branch # 0042 after parking behind the…read morebuilding. I've passed by this branch many times but would rarely go inside to see the teller, instead opting to use the scan to get into the door for the ATM. Having had good experiences at my SchoolFirst Branch in Huntington Beach and Fountain Valley, I knew this branch was not the exception. MARTIN, the teller 3290, warmly greeted me as I walked in, having no other patrons in front of me. Martin has the unique ability of asking how your day was, as he quietly carries out the transaction. His charismatic nature in holding a conversation and actually being genuinely excited in my life made me smile. I can tell when people are genuine and Martin was one of the best and should appropriately be commended. He made me feel better walking out of the branch than walking in! I don't know who trains these tellers but they are top-notched. After experiencing the horrendous experience of another bank that include stagecoaches on behalf of my dad, this is the exact opposite! As an educator, I feel like my time here is well spent.

    Nuvision Credit Union

    Nuvision Credit Union

    (80 reviews)

    I had an outstanding experience working with Julian at Nuvision Credit Union. From start to finish,…read morehe was incredibly professional, detailed, and efficient. He moved quickly while still making sure everything was handled thoroughly and correctly. What really stood out was how fast he processed everything -- no delays, no confusion, just smooth and clear communication the entire way. You can tell he truly cares about getting things done right and taking care of his clients. I'm very grateful for his hard work and dedication. If you're working with Julian, you're in great hands. Highly recommend!

    I don't usually take the time to write reviews, but my experience with Nuvision Credit Union,…read moreespecially working with Julian absolutely deserves one. From start to finish, the level of service I received was beyond outstanding. Julian went way above what you'd normally expect, taking the time to walk me through every step, answer all my questions (and I had a lot), and make sure I actually understood what was going on instead of just pushing things through. That kind of patience and transparency is rare. What really stood out was how genuine and invested he was in helping me make the right decisions--not just the fastest or easiest ones. You can tell he truly cares about the people he's working with, and that made the entire process feel stress-free and honestly even enjoyable, which is not something I ever thought I'd say about anything finance-related or the car-buying process. As a whole, Nuvision has been great, professional, efficient, and easy to work with, but Julian is what took this experience to another level. If you have the chance to work with him, do it. You won't regret it. Highly recommend.

    Charles Schwab - investing - Updated May 2026

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