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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
1179 S University Dr #310, Ste 8118, Davie, FL, 33324, United States
Get directionsWeekday | 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 |
Most people don’t take time to write out a positive review, let alone acknowledge good in their life. Natalie was extremely kind and helpful. Hope to have more customer experiences with establishments like this. This location is NOT A BANK. Do not write reviews if you went in expecting a bank’s services.
Terrible customer service… lazy people and online too
I am looking for a financial advisor. However, based on your negative reviews, I have decided to continue my search. Thanks for posting your negative reviews along with your positive ones. Honesty is a plus. However, too many negatives. Good Customer Service is a must for me!
Only gave them one star because there wasn’t a zero. I guess I didn’t look affluent enough. 2 men and 2 women walked past me with no one in the place but me. The receptionist was on the phone 10-15 min before she spoke to me. She didn’t know how to do the name change on my account to trust. And had to ask the one guy in the first office. Then after all this, I asked why they didn’t even acknowledge me when I came in. She tells me they are ONLY wealth managers. How freaking rude! I have jeans on so I don’t look like I have we... read more
I contact them to make an appointment and a consultant sounded very annoyed when I asked that I wanted to learn more about their services. He then said that the portfolios started at 100K and 500k. I was never given further information on their services. If you are not already familiar with mutual funds or stocks is a waste of time to contact them as they are not willing to give an appointment or through information.
Charles Schwab has a 3.1 star rating with 29 reviews.
Charles Schwab is closed now. It will open on Monday at 8:30 a.m.
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