Cancel

    Open app

    Search

    Charles Schwab

    3.0 (6 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    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

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    2 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0
    Photo of Nate C.
    167
    36
    51

    8 years ago

    Business owner information

    Photo of Customer Support

    Customer Support

    Helpful 0
    Thanks 0
    Love this 1
    Oh no 1
    Photo of Albert B.
    468
    34
    1

    15 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0
    Photo of Angel L.
    0
    124
    17

    15 years ago

    Helpful 2
    Thanks 0
    Love this 1
    Oh no 0

    14 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    Ask the Community - Charles Schwab

    You might also consider

    Verify this business for free

    Get access to customer & competitor insights.

    Verify this business

    Transamerica Financial Group

    Transamerica Financial Group

    (2 reviews)

    I joined the office in Lodi and payed my $100 agent ID just for them to use me to recruit for them…read more I was asking family and friends to come to meetings and when I would ask Russ (my "mentor") to teach me he would give me the run around saying I have to recruit before I can learn more.. so I tell him I do not want to join anymore and I'm done, not to contact my friends or family but instead of respecting what I asked he calls me frequently and calls my family after I told him to stop! He lied to a family member of mine saying I gave Russ his number. I would recommend y'all find a company that is legit and respects you as an individual.

    This company is trying to bait and switch people who have specific skills sets who are looking for…read morework in specific fields. They claim that they have a position which matched those skills. They have you come in for an interview causing you to waist your precious time and gas during a time when you already have no income... But when you come in they just try to sell you the idea how you can become an insurance salesman where you only get paid by commission! This has absolutely NOTHING even remotely close to the specific skills I have developed over my career... Plus, I have no desire to be pushing something I have the least bit of interest in and who knows if you can even get paid by doing it! Hey, this may be great for a certain type of individual, but what I'm really pissed off about is that they were not forthcoming about who they really were and about the job they were offering, They pitched themselves to sound like they were a job recruiter who had several position which matched my resume. This was a total lie. I got myself dressed up, mentally prepared to give an interview, basically wasted a day where I thought I was making steps forward in my job search, and wasted a bunch of gas during a time I'm watching every penny like a hawk. This is wrong what these people are doing and if they exercise this type of ethic here, one can only wonder about their ethics in regards to their insurance they push... Shady.

    Valley Capital Lending & Realty

    Valley Capital Lending & Realty

    (14 reviews)

    Angie Garibay was absolutely great to work with throughout our home loan process. She was…read moreprofessional, thorough, responsive, and made everything smooth from start to finish. Most impressive, she was able to close our file in just 7 days. We truly appreciate her hard work and would definitely recommend Angie for your real estate and home loan needs.

    Working with Angie has been an absolute blessing both professionally and personally. She is not…read moreonly an incredible broker but also a powerhouse businesswoman, a woman of God, and a true friend. Her integrity, dedication, and unwavering faith are evident in everything she does, and it's inspiring to witness. What sets her apart is her commitment to making the home-buying process as smooth and stress-free as possible. She handles in-house loans, which means everything is done under one roof, making the entire process faster, more efficient, and more personal. You're never just a number to her she truly cares about every client and every transaction. She's knowledgeable, hardworking, and always goes the extra mile to ensure her clients' needs are met. Whether you're a first-time homebuyer or an experienced investor, she brings wisdom, clarity, and honesty to the table. She operates with a rare mix of professionalism and compassion that makes people trust her instantly. It's not every day you come across someone who can be your broker, mentor, and spiritual encourager, all in one. I am beyond grateful to work with such a phenomenal woman. If you're looking for someone who will fight for your best interests and do it all with grace, prayer, and purpose she's the one.

    Charles Schwab - investing - Updated May 2026

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