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
- The Villages, FL
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
1048 Lake Sumter Landing, The Villages, FL, 32162, United States
Get directions| Weekday | Schedule | Status |
|---|---|---|
| Mon | 8:30 a.m. to 5:00 p.m. | |
| Tue | 8:30 a.m. to 5:00 p.m. | |
| Wed | 8:30 a.m. to 5:00 p.m. | |
| Thu | 8:30 a.m. to 5:00 p.m. | |
| Fri | 8:30 a.m. to 5:00 p.m. | |
| Sat | Closed | |
| Sun | Closed |
Exceptional services from Kimberly Westerfield (Investment Consultant) and Tone’ Seals (Client Relationship Specialist)… as I walked in confused, I was taken care of immediately, given a laptop to use and Kimberly clicked on every detail so that I learn to navigate my account. Truly amazing professionals! I highly recommend this office.
Disorganized. Forgot to deposit two checks for us. We had to call and spend a lot of time in phone tree hell before I got to a person who referred me to another person who could not solve the problem. Then, finally reached someone at the Lake Sumter branch (where I started this adventure) who told me it was laying on their desk all day, they forgot to deposit them.
It’s been almost a year that I’ve had my account with this company and I must say that the process was helpful and efficient. Highly recommend not only because of the great service but I know once I retire that my life was in good hands
Loyal customers of Schwab. Needed some documents notarized and advised that unless they are Schwab documents they will not help you. Very poor customer service.
Frequently asked questions about Charles Schwab
How is Charles Schwab rated?
Charles Schwab has a 2.9 star rating with 20 reviews.
When is Charles Schwab open?
Charles Schwab is closed now. It will open on Monday at 8:30 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