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Charles Schwab
- Financial Services
- Soquel, CA
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 Schwab, we offer a wide range of wealth management ... read more
Location details
2407 Porter St #100, Ste 100, Soquel, CA, 95073, 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 came in their office today to submit an application to convert my brokerage account. The front desk lady, Liliana, provided excellent customer service! She was polite, friendly, and knowledgable. She reviewed my applications and found errors so she printed new blank forms for me to complete. This saved me time because my application would be significantly delayed. I appreciated Liliana very much!
Impossible to get through to local branch. Completely incompetent
Poor customer service from this branch including the management team and staff. Very unprofessional service, never answer telephone during Business Hours, entitled arrogant Financial Consultants one of the worst Schwab Branches I've visited and worked with in the entire Bay Area. Eli Pao, is an incompetent manager of the branch due to inadequate training and managerial overview with regards to his staff particularly financial consultants. Highly recommend Los Gatos or San Jose Branch, one of the Financial Consultants Neil Fe... read more
five star Neil is THE MAN !!!
Frequently asked questions about Charles Schwab
How is Charles Schwab rated?
Charles Schwab has a 3.4 star rating with 5 reviews.
When is Charles Schwab open?
Charles Schwab is closed now. It will open at 8:00 a.m.
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