Professional broker service highly recommend this company been with them for 25 years Gary Manning

Questions on investments, managing money, planning for retirement? Come to this location! Zoya was amazing to get us started with Charles Schwab. She walked us through the amounts of money we had in different accounts, what different investment funds we should consider, briefly discussed our future goals, and set us up with a financial advisor to further our investment strategy and plan. The Charles Schwab environment made us feel comfortable with the investment direction we are going in. read more

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To be upfront, my family has been a long time customer of Charles Schwab, but I have been relative inactive with them. I just graduated from college and decided set up a meeting to talk about initial investing/long term financial planning. I met with Jeff K. and he was very helpful in explaining the services that Charles Schwab can offer. He first gauged my financial understanding (I have taken a couple corporate finance classes in college) and knew exactly how to communicate the information. Jeff was also very helping in helping me find a happy medium in how active I wanted to be in my investing profile and I decided to use their Intelligent Portfolios program (No Fees!). Overall, highly recommend anyone, especially new college grads, to check Charles Schwab out. read more

Very helpful and responsive. I have had a number of questions and am very pleased with the service and guidance from Brian Atherton. There is very little pressure and he has the heart of a servant and educator. Both skills are what I need right now. My portfolio is not huge and that didn't seem to matter. He also assisted getting my college kids set up and let them know how to add small amounts to watch it grow. I'm very appreciative of Brian's help. read more

Charles Schwab employees failed to notate my daughters account (I am POA) that they received a check. Told me they did not have it. So I stopped payment. Actually spoke with a supervisor and Steve Muth in advocacy team dept. A week later I get an email they have the check but they stole her Roth IRA, yep the entire account disappeared. Mr. Muth does not seem efficient in his job as he does not seem to be able to get "things done" or come up with answers. You cannot reach corporate headqaurters to let them know their employees are screwing up. Avoid this brokerage. Avoid them at all costs. They stole $6000 from us by confiscating my daughters Roth IRA - it disappeared. read more