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Charles Schwab
- Financial Services
- Boulder, CO
About this business
Specialties 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 Schwab, we offer a wide range of wealth... read more
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 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.
Lots of redundant paperwork and still haven't received my deceased brothers funds legally left to me.
Frequently asked questions about Charles Schwab
How is Charles Schwab rated?
Charles Schwab has a 2.8 star rating with 37 reviews.
When is Charles Schwab open?
Charles Schwab is closed now. It will open tomorrow at 8:00 a.m.
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