This profile has not been claimed by the business owner or representative.
Claim this business to update business information, get appointment requests, engage visitors with web chat, and more!
Charles Schwab
- Financial Services
- Boulder, CO
About this business
Location details
2480 Canyon Blvd Suite #M4, Bldg M, Ste #M4, Boulder, CO, 80302, 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 dropped off paperwork to open Custodial Roth accounts for my daughters at this branch location. I thought it would be nice to see a Schwab Branch in person, and I thought it might be easier and faster to open the account in person. There were two gentleman sitting at what looked like a folding table with laptops in front of them. They said they could not open the account there, but they could take the applications and forward them. I gave them the applications and left. Fast forward a week later. One account was opened, th... read more
I went in to change some information and transfer some accounts. Wasn't busy. The staff was very helpful getting everything setup. Even found some new features I didn't know about that will be a big help. The followup phone call was well timed to ask a couple questions that had thought of during that time. Took far less time than I expected.
After numerous calls, finally got an appt. regarding an international account. The Schwab rep. was 15 min late and then showed up to say they couldn’t help and concocted some rubbish excuse. This firm is completely unreliable. Moving my assets somewhere else.
Update: I spoke with a Charles Schwab Invesment broker today in Dallas by the name of Brooklyn. She was extremely helpful figuring out an escheatment of my account! I'm going to reinvest my money with her and would recommend her to anyone looking to invest.
Frequently asked questions about Charles Schwab
How is Charles Schwab rated?
Charles Schwab has a 2.7 star rating with 38 reviews.
When is Charles Schwab open?
Charles Schwab is closed now. It will open at 8:00 a.m.
Need help? Contact us.
Speak with a specialist to learn how you can grow with Birdeye. We are reachable at profiles@birdeye.com