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Charles Schwab
- Financial Services
- The Villages, FL
About this business
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 |
1st visit, Came in here looking for answers for my finances!! The staff seemed pleasant and friendly, especially when Kim took my initial call. Everything went downhill after I arrived. I was placed with "sum uneducated guy" who sent my concerns and questions to so many other directions.....I left confused and horrified. Plus I stopped in here on "my day off" 😫 I still don't understand why Kim who stated she would kindly speak to me, didn't!! Very rude!! don't recommend this location.
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 2.8 star rating with 21 reviews.
When is Charles Schwab open?
Charles Schwab is closed now. It will open at 8:30 a.m.
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