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Fidelity Investments

2.0 (7 reviews)

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Investment management

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Charles Schwab

Charles Schwab

(1 review)

OK my experience so far with Charles Schwab two thumbs down! This company that is supposedly…read morefilled with great ad vestment advice had me on the phone and then transferred me 4 times just to get something as far investments go was beyond remedial ! Constantly wanted to know my net worth! asking endless question on who employees me? how much do I make ? entertaining this phone call was brutal to say the least lets keep in mind I was trying to open a small account and trade futures then turns into an a major I don't know what? I then research Charles Schwab and notice the amount of law suites against this company I'm guessing because its filled with dishonest people that engage in fraudulent activity, Then I'm giving some song and dance about change!! in 6 months? not sure what that was about the 6 months? I'm sure they have some type of lame excuse for why they cant open a small account and have it funded without BS!! of who do you work for? how much money do you make? what's your net worth ?! thumbs down to this house of nothing ! stay away from this company if I was you id show up use there rest room and leave !!! and possibly buy lunch anywhere else if I ever do make a billion Charles Schwab stock will be the first I try to sell short!!! into the ground. Later chuck ! thanks for nothing !

From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

Fidelity Investments - financialadvising - Updated May 2026

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