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Leading Edge Financial

5.0 (1 review)

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17 years ago

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Charles Schwab

Charles Schwab

(4 reviews)

I had to come into this branch to drop off a form, and I was surprised that it's part of a business…read morepark building where the guard makes you sign in first. But when I told him where I was going, he was pretty nice about it and didn't make me fill out my car license plate number (which I didn't know off the top of my head and would have had to have gone back outside to go get it off my car). It's probably mostly required for people who are visiting the entire day, not for someone be like me who was only popping in and out for a few minutes, so I just signed my name and time of arrival. I didn't have any issues finding guest parking in the very full lot, so don't know if I was just lucky that day or what. The guard was surprised when he asked if I had difficulty finding guest parking, and I said I didn't. The receptionist at the Schwab front desk was really nice and reviewed my form after taking it from me, to make sure everything was filled out okay. She told me they would send it on to Operations that day and I should hear back in a few days, and if not, then I could follow up by calling the number she gave me on their business card. I liked how there were bowls of candy laid out, but I was too embarrassed of looking like a piggy at 9:30 in the morning, so I didn't take any. :/

Had an account in Barrington, IL was switched to Schaumburg, IL with my knowledge. Quarter meeting…read morewas always a battle because, my work finish time is 5pm, advisor and Schaumburg office account person was complaining about out 5:15 pm 30 minute phone call. Numerous last minute schedule changes due to family issues...Do they want to be advisors to my schedule or not??? Sick and tired of this whining bunch of so called advisors. Oh, and by the way, having so many "accounts" with little growth even though the market had been breaking records. So long Schwab, and hello to another group.

Leading Edge Financial - financialservices - Updated May 2026

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