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Pacific Private Money

2.2 (13 reviews)
Closed • Closed
Updated over 3 months ago

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Services - Pacific Private Money

Mortgage services

Pacific Private Money Mortgage Lenders Photos

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3 months ago

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5 months ago

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3 months ago

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5 months ago

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5 months ago

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5 months ago

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2 years ago

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2 years ago

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3 years ago

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3 years ago

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5 years ago

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4 years ago

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Charles Schwab

Charles Schwab

(3 reviews)

Trying to open a Schwab account for global travel has been almost 3 weeks of confusion. Endless…read morecalls to Customer Service filled with friendly people but conflicting advice and long delays in results. This local office has been most helpful. Special shoutout to Kaylen for walking us through the final questions.

In November of 2025 I called this office and spoke to a person asking for advice on how to sell…read moresome stocks from my brokerage account. He confirmed the process for me, but because my account is self managed he did not have the desire to open my account and view it before answering my questions. I did the transaction via my phone app, and when the money went into my account it was over $30,000 short. When I called Schwab I was told there was a "Notice B" notice on my account from the IRS that required Schwab to send 24% of any transaction I conduct to the IRS as a tax withholding. If the person I had talked to, had taken the effort to just quickly check my account he would have seen that notice and could have advised me to correct the issue with the IRS before cashing out my stocks. Additionally, this issue was brought to my attention years ago, I provided the documents to Schwab to correct the problem but apparently Schwab never corrected the issue with the IRS. The issue was quickly corrected again, but this time I called Schwab customer service to confirm that notice had been removed from my account. I'm now having difficulty getting this money back from the IRS due to a mistake my tax person made when filing my taxes. This whole problem would have been avoided if the person I talked to at this local office had taken the time to check my account and give me solid advice that protected my interest. I'm now stuck in a bureaucratic nightmare with the IRS. Unless you have a "managed account " with this local office you will not get the help you need. Better to call the customer service line.

Pacific Private Money - mortgagelenders - Updated May 2026

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