All the people at the front desk especially Richard help me tremendously with my personal finances he help me with computer support and setting up my accounts. Richard and the front desk were very courteous, friendly and have expert knowledge at what they do. And because of them I continue patronize Charles Schwab. They have great customer service when I go in the office and when I call in from the phone. read more

I have to add another review because I was in here twice on tax day depositing checks at the last minute and the bankers were so helpful and attentive even though they seemed very busy. I think the employees who helped me were named Naz and Bhriyesh and they were super helpful and knowledgeable about any questions I had on what account I could deposit into. read more

Went to the local CS location to ask some questions about my accounts. They gave me a laptop and sat me down at a table and basically told me to just figure it out on my own. No customer service at all. Came back in a few weeks later and spoke with another representative, I was met with the same scenario. Moving my money out of there ASAP. read more

I want to give a BIG shout out to the Walnut Creek Branch. The staff has been instrumental in helping me open 12 (and counting) custodial Roth IRA accounts for my students. I teach Financial Literacy at Life Learning Academy, a public charter school on Treasure Island where our students have to overcome considerable challenges just to make it school. We subscribe to the "Learning by doing" model which includes learning how to save and become disciplined investors. The branch staff has been very helpful and accommodating in this effort. As a former Schwab employee, it's extremely gratifying to see the expressions on my students faces when they make their initial investments and I am truly grateful for the Walnut Creek branch staff in helping me get these accounts open and allowing these special kids to find a pathway to their financial security. read more

I had a financial advisor at Charles Schwaub in Walnut Creek, Ca. He was more interested in bragging how wealthy his wife is & why he really did not have to work. He lacked basic knowledge about investing & was not helpful. He never responded to text messages, voice mails or emails It appears that when he left Charles Schawb he took my personal info with him & has shared it with various other financial organizations and other companies. So I keep getting calls, mail & phone calls from various companies. I know it is him because my name was misspelt on the paperwork he was in possession of. It's misspelt exactly the same way on everything I receive. This is a conflict of the trust I had in Charles Schwab with my personal info. I am sure he is sharing my personal info and that of others. This is unethical, unprofessional and nasty on his part. I have traced him to a different financial organization in a different state back east. He probably had to skip town in a hurry like all crroked folks do after they are either fired or realize that they have lied & ripped off their clients. They can feel the target on their backs. Charles Schawb needs to ensure that these criminals do not put clients info out there for identity theft to occur and clients get ripped of the entire savings. read more

The Charles Schwab Corporation: 10 Jun 2021 I am glad I have an account with The Charles Schwab Corporation. Glenda Bautista, client service specialist in Walnut Creek was a gem. She returns my calls - and today, patiently walked me through the on-line process. Not every bank - and absolutely not all customer service personnel take the time to guide their customers. People makes the business - and Glenda certainly helped boost the bank. I appreciate her time and expertise. Thank you, Glenda. read more

Christine Atkison was very helpful and did her best to assist me with a problem I was having . She even took extra steps to assist me with my issue . Extremely nice lady and patient person . read more

My Mom was working with Craig Terashima but after he started working only with the multi millionaires he STOPPED TOTALLY communicating with my widowed mother all together!! She was with Craig for 20 years and this is the treatment she receives for the years of having her money at CS! She has called and emailed multiple times and zero response !!! She will be taking her money elsewhere because unless you have millions of dollars with them they don't care about you at all!!! read more

I would not recommend using Charles Schwab, as per my experience with Ming Chen. This person did the absolute minimum she could to help me. Not only that, but she also scheduled a telephone meeting with me, and never called again. read more

USAA got out of the investment business and transferred my account to Schwab during the pandemic. What a difference in service. USAA provided a wealth manager; Schwab doesn't answer email or phone and system requests for an appointment. Schwab fails to understand accounting of cost basis for long held mutual funds-or at least their system doesn't work when I tell it what I want (of course, since I cannot talk to a human being, the idiot software is adamant). Their phone system is one of the most annoying-- insistent on NOT transferring to a human. Basically, I feel like taking my money out of their care and buying gold and digging a hole in the backyard. read more

It's all about the service.... I had an interest in opening custodial brokerage accounts as gifts for the kids this year, to get them started investing early. Seemed like a simple enough task to do online but I decided to print and complete the forms to take into the closest branch to get more personalized service. Because the San Ramon branch closest to me was so poorly rated, I decided on the Walnut Creek location given the number of positive reviews. I called on Friday to confirm Saturday hours and spoke with Michelle, an FA at the branch. She was very helpful in confirming the hours and went a step further to check the Saturday schedule and set us an appt with an FA who'd be in, and provided me with that FA's direct line. The next morning, my husband and I were the very first customers of the day. We were directed to wait in the sitting area directly adjacent to the FA's glass office, who we awkwardly awaited to come out and welcome us in, for several minutes. We brought in the completed forms for the custodial accounts, and informed her that we'd decided on the way there to open an account of our own. Long story short, she was not welcoming or helpful (((contrary to the positive Yelp reviews for this FA)))), we were rushed, she seemed a bit disheveled (had cotton in her hair), she made a couple of mistakes on our application which had to be corrected with white-out, and the little bit of info we got from her was at our own prompting. My husband had to ask, so how do we get investment advice??? She said we'd need to schedule a follow up meeting with her to go over our financial situation and review Schwab's offerings. She shared they were not paid on commission (which I love), and there were several low cost ETFs she would recommend at that follow up meeting. Admittedly, she had a few issues going on with a sick son and she'd been at the hospital all night with her sister who was in labor, part of the reason we cut her a little slack. I'm a mother myself, obviously, so I'm always empathetic when it comes to the kids. Even still, the service was underwhelming and she didn't follow up to provide us with our account numbers, as she said she would do or instruct someone else to do. On Wednesday morning (again, we met with her on Saturday), I called the 1-800 customer service number myself to get this info and get wiring instructions to fund my acct. Although I wouldn't be able to work with this particular FA again due to the poor service and lack of follow up, I'm still willing to give Schwab another try (for now) because the positives still outweigh the negatives from this single advisor. Pros: Physical office Convenient Location off 680 Weekend hours Free seminars Online assistance Intuitive app $4.95 trades No commission advisors (although this prob explains the subpar service and lack of follow-up) Cons: No follow up Subpar in-person service read more

I moved my retirement accounts from Citibank to Charles Schwab and couldn't be more satisfied with the customer service I got from my financial advisor, Jeanne Chan. I am an extremely busy person during the day and don't have the time to research stocks or figure out how to sign up for online accounts, so I was extremely thankful that Jeanne was willing to help me way past business hours to walk me through the process. She helped me set up an online account and took care of transferring all my funds on the back end so it was little to no effort on my part. She did a stellar job making the process as smooth and informative as possible and helped me get into the investment vehicles that best suit my needs. I When the market took a little dive, she called me and made suggestions on how to capitalize on the volatile market. I know absolutely nothing about investing and Jeanne made sure I understood what investments and how aggressive I was being with my hard earned money. I highly recommend everyone to contact Jeanne for all their financial needs. She's extremely professional, hardworking, knowledgeable and easy to work with. Thank you for your help Jeanne! Looking forward to a continued relationship over the years! read more

This is not about a particular branch. This is about my overall Charles Schwab experience. If there was an online/telephone choice, I'd leave my review on that. I had an account for a year with Charles Schwab. I specifically asked to be able to do options trading. I am a bit of a conservative trader so it was a year later that I decided to buy stock options for a once-in-a-lifetime opportunity. Low and behold, my account was at a level that didn't allow me to trade standard call and put options. Schwab has 4 different levels and my approval level didn't give me the ability to. I was told by multiple reps that I needed to fax in a new application with the higher level request. I didn't have access to a fax. On my own a couple days later, I discovered I could do this online. I requested the higher options level (for what* should* be allowed on a basic options account) kept calling every couple of days with each rep saying "it's in review but I will expedite it; it takes about 2 days". A week later I get an email survey so I put down my dissatisfaction. I get a call and I am finally approved for the level I was seeking, with an apology, and a choice between free trades and $50.. A few weeks later, last night, I decided to do an option trade. I am told I was not approved for that level and never was. I sent an email showing I was approved. Then I am told "you were approved but downgraded 2 days later". WHOA!!!! This is now 2 out of 2 times Schwab has tied my hands on a very time sensitive trade! I was told it was because of my dissatisfaction. Note, I was in Northern California and was dealing with the famous fire over here for a week so I was not "peaches and cream" during the first attempt to trade options. I was told it was "very unfortunate that happened to you but because of it you are going to be 'punished' for 6 months, when you call ask for a review again." Holy smokes! If they want to punish me for being upset, fine. But the fact that my account was downgraded a 2nd time and NO HEADS UP was given to let me know is just unbelievable. Imagine thinking you are set up to trade time sensitive options and to learn that your account was downgraded and you were never informed. That is NOT RIGHT!! Unless you are a perhaps a millionaire, you and your money means nothing to them. read more

I have been Schwab customers for years and I have never thought of writing review for them. It is longggg over due. All these years, I have never recalled, not once, that I had bad experience with them. It does not matter if it's online or at the branch, customer service or representatives are always reliable, courteous, helpful, smart, has good common senses and I always get my issues resolved in no time. It is very impressive, in my humble opinion bc I too, are working in customer service area and it's very hard to meet my standard sometimes. Schwab has never failed me in that regard. They have live chat, email, call center and in person branches. Online website is easy to navigate and lots of great financial products to chose from. One thing is they are always there to help. I once wanted to venture into the area of financial risk... buying and playing with options, Schwab not only looking out for it's client's interest by not automatically granting permission to do such thing, but also taking time to educate me. Their advisors spent hrs with me on the phone making sure what I know what I am doing before granting permission. In reality, I could do whatever the heck I want with my money but with Schwab, I feel that they cared about how I am doing. Their high yield checking comes with ATM that does not charge you any fees when you use your card ANYWHERE in the world!!! How cool is that!!! The latest GREAT addition is the low cost commissions. Used to be $8.95 now only 6.95 I could go on and on but I love being Schwab clients and I want everyone to know how amazing they are. Also the fact that NO ONE tell me to write this review says a lot about how much I love them. I just, honestly was using the website and realized how much I appreciate this financial institution and have this strong urge to write the review. I just want you guys to know that I am not writing this under influence LOL PS. Currently all transaction fee is 4.95$ even better!!! read more

I wish I read the other review on here before opening up a new account with Jeanne Chan at Charles Schwab in Walnut Creek. Her communication is non existent. Once I opened the account I never heard from her as she promised. No follow up. Considering the size of the account I would have at least expected some level of service after opening up the account, but no such luck. Also, she did not appear to have any significant level of investment knowledge as she made several mistakes during our discussion as well as provide me with incorrect information. I am already looking at transferring my account and funds to another brokerage house. I would stay clear of the Walnut Creek branch! read more

I wish I had read the other reviews about Charles Schwab, my problem with the walnut creek branch is you can only do a deposit by getting a money order from another bank. Clerk informed me that I can write a check from my Chase account because of a time sensitive matter. I was like wow great idea, not! Charles Schwab puts a hold on the deposit for 10 days. Called Charles Schwab no help all I was told was sir just go get a money order this was after talking to 3 different people telling them the situation, last person was a great help sir just go get a money order. After 10 years the account is now closed, even telling them i'm going to close the account there was no help! read more

I am surprised to see read these negative comments. I have worked with Charles Schwab in Walnut Creek for a number of years. I work with Branch Manager, Christian Barrere and he is both responsive and knowledgeable and has helped me to make finically sound investment decisions. His assistant has always helped me to fill out paperwork in a timely manner. I have never had to wait more than a day to have a call or email returned. I have recommended this branch and its services to several of my friends and colleagues and we are all more than satisfied. read more

Everyone was so helpful moving my accounts over. It seemed like they had all the time in the world to walk me through the process and explain all the details to me. It was a lot easier than I thought it would be. So happy with the service. read more

From the moment I walked in the door, I felt like I mattered and that I was not just another pain in the rear customer like we felt at our last brokerage. Relationships mean the world to my family and I, and we feel like this relationship is off to a great start. Thank you Mr. Barrere. You and your team are top notch and we are happy that we were referred to you. Hats off to "Chuck"! read more

Expert or not in the finance world, Charles Schwab IS the financial institution to go to. I love going to this Walnut Creek branch because everyone there is so nice. I especially enjoy working with my Financial Advisor, Jeanne Chan. She is a great FA to work with. She's professional, tenacious in the investment world and I simply enjoy her customer service. Whether banking needs or investment, her knowledge of both makes me feel my money is safe. If you need any type of finance advise or simply open a free checking/savings account, Jeanne chan is your girl. read more

4 days after tax filing deadline, and waiting for my i401K deposit to show up in my account, I've found that the branch deposited my money to someone else's account. This should NEVER happen - and I should not be the one to discover this error. Sloppy, at my expense. read more

The chubby white guy with spikey blondish hair is unprofessional. We wanted to open a checking account and he just left us alone with his laptop to open the account. We were younger than their normal clientele, that they are used to taking their money from. Doesn't mean you can treat us like your shit don't stank. You're just a guy with a suite acting like you have money when you don't. read more

Schwab has instituted a new security system which provides a new password which is good for 1/2 hour only. This is essentially impossible to deal with. I called three different offices trying to get to my account, but failed. I was told that I am the only person in America to have this problem. After 25 years with Schwab, I am transferring my account. read more

I can feel some commitment to service as I was greeted by the branch manager and the service team. I enjoy the variety of workshops offered on a weekly basis. Very informative. read more

I was with another one of the large brokerages for years but decided to look around after being nickel and dimed. After doing a lot of research and interviews I decided on going with Charles Schwab. The employees and manager at the Walnut Creek branch put together a great plan for my portfolio and I felt confident in their recommendations. I have been with them for a few months now and I could not be happier with my choice. I like the way that they involve me in the decision making process and help educate me along the way. Thanks Chuck. read more

Watch out for over promise and under deliver. If you move money to them, they have a program to reward you with cash. First discussions... they can match all the competition. Next discussion...maybe not so much. Waste your time meeting with them....out come the rules. Their rep John....no good! We were left waiting for 2 face to face meetings. Rather than hear my needs and concerns, John wanted to dictate what they should be. I hope he didn't learn that at a Schwab sales training program. read more