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Charles Schwab
- Financial Services
- Catalina Foothills, AZ
About this business
Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way? That 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 the Schwab Tucson branch, we offer a wide range of ... read more
Location details
4640 E Sunrise Dr #127, Ste 127, Catalina Foothills, AZ, 85718, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:00 a.m. to 5:00 p.m. | |
| Tue | 8:00 a.m. to 5:00 p.m. | |
| Wed | 8:00 a.m. to 5:00 p.m. | |
| Thu | 8:00 a.m. to 5:00 p.m. | |
| Fri | 8:00 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Went to open a IRA to go along with my other accounts. They started to do it at the front desk with my info for everyone to hear and see. I asked to go to a office and was taken to what appeared to be the lunch room and was told they would bring me a laptop and I could do it myself. I thought the guy was joking, but no he was serious. He said that is the way they do it. I left in disgust and went across the street to Fidelity and was treated like a king, the professionalism was night and day(CLASS ACT) In and out, I like Sch... read more
My husband and I went into the Tucson office of Charles Schwab last week to attach some Canadian stocks we own to our account. Joseph Conto and Emma Anderson, both client relationship specialists, were incredibly helpful. Mr. Conto and Ms. Anderson are both very knowledgeable and helpful in explaining the next steps to us.
Needed assistance performing some account maintenance. Received good customer service. Friendly environment. Took one star off only because it would have been better not to be required to make an office visit.
Update: The office and its advisors are working hard to meet their clients' needs. Not sure how or why the change, but I am loving the service. Review feom 2 years ago..................Today I went to a session regarding the use of options with my account. The session itself was ok. Before leaving I asked to meet with a Schwab representative to set up the ability to trade options through Schwab directly. The person I met with, Jeff, wasn't very welcoming and then directed me to fill out the forms online from home. He did not... read more
This branch needs new management, new staff or both. I recently went into the branch to get four documents notarized. Upon entering, I identified myself as owning multiple Schwab accounts. The customer rep at the front desk went to a back office and returned a few minutes later and stated they could only notarize Schwab documents. Pressing the issue further, the notary (Emma Anderson) who had turned down my request, stated that she was concerned she would make a mistake notarizing a simple Power of Attorney form. Really? Aft... read more
Frequently asked questions about Charles Schwab
How is Charles Schwab rated?
Charles Schwab has a 2.8 star rating with 38 reviews.
When is Charles Schwab open?
Charles Schwab is open now. It will close at 5:00 p.m.
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