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Hilliard Lyons

3.0 (2 reviews)
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Charles Schwab

Charles Schwab

(1 review)

We have been with this Schwab location for eight years. We've been in the office many times, the…read morestaff knows us. We recently changed banks and needed our account and routing number updated by Schwab. We emailed them our request. The office manager, who knows us, replied by saying that ANYONE could be emailing her the routing and account number and to make that change we would need a letter from the bank. I would understand this if she didn't know us or had never received email from us before, but she DOES know us. This red tape seems excessive considering that we have been in the branch numerous times. Very disappointed with the level of customer service.

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

Hilliard Lyons - financialadvising - Updated July 2026

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