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Charles Schwab
- Investment Service
- Appleton, WI
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 Appleton branch, we offer a wide range o... read more
Location details
1871 N Casaloma Dr, Appleton, WI, 54913, 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 |
I drove from Green Bay to the Appleton branch on 9/27 for one reason, to get old statements from a TD Ameritrade account that closed shortly before the merger. I drove to the branch and told them what I needed. They made some calls and told me the were working on it and would send them to me in the mail. I waited a month, nothing. I called their support line on 10/28 and explained the request again. The person confirmed the account numbers and told me I would have the statements 10-15 business days later. It is now 12/10 and... read more
The app is now garbage. I was also just frozen out of my account after asking support for help. I can not truly expression my frustration without cursing but you can use your imagination. I will be driving to this location to close out my account as that what has to be done now. JC
Called and asked if OTC market is free to trade and next thing you know I got $50 fee for a trade on OTC saying it's foreign. Update: they called me back and worked with me. Thank you Charles schwab
David Dudek has been our advisor for many years, and we are constantly grateful for his expertise, diligence and pro-active assistance. We consider him our trusted partner for our financial security now and for the future. He is certainly an asset to the entire Charles Schwab organization and, specifically, the Appleton office.
Frequently asked questions about Charles Schwab
How is Charles Schwab rated?
Charles Schwab has a 3.2 star rating with 9 reviews.
When is Charles Schwab open?
Charles Schwab is closed now. It will open tomorrow at 8:00 a.m.
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