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    Charles Schwab

    3.7 (6 reviews)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    Chase Bank

    Chase Bank

    (4 reviews)

    Uptown

    This review concerns the big, gaping difference in quality between how the branch manager of the…read moreIndian School Rd branch of Chase Bank treated me as a customer versus the way the branch manager of the Paseo branch treated me. Last week, I walked in to the Paseo branch to deposit a government check to pay my credit card balance and to use their coin-counting machine. The branch manager of the Paseo branch interrupted the conversation between the teller and I, to say that he had "a concern." He asked the teller to stop my transaction, and he returned my identification and check before asking me to leave. What would cause a bank branch manager to prevent a legal financial transaction and then ask the customer to leave? A 1-star review. That's it. The Paseo branch manager asked me if I wrote a negative online review concerning his specific branch. I didn't deny anything; I admitted openly that my online review was my true and honest experience. At that point, the branch manager asked the teller to stop my transaction. The manager returned my identification, and asked me to leave. He didn't like what I had to say online. My negative review was about a creepy investment banker there whose job is to get new customers to invest in JPM Chase. His first question when we met him was, "So, how much are you guys worth?" We're not answering any of your inappropriate questions. My husband and I thought that we made it clear to that employee that we're never going to be investing with him. This guy doesn't take no for an answer; he calls me, I block him. He calls from a different phone and asks to speak with my husband. We block him again. After that guy called us while we were asleep, I wrote a negative review online, which the Paseo branch manager read and disliked enough to prevent me from conducting a legal business transaction. I wrote a complaint to the highest level of Chase that has a public email address and I requested a written response from Chase addressing my concern. I'm still waiting. Meanwhile, I went to the manager at the Indian School Rd branch, Mr. Ernesto Ortiz. This time, my experience was far more welcoming. I retold the story and Mr. Ortiz was sincerely understanding. He went out of his way to let me deposit coins, even though the Indian School branch doesn't have a coin-counting machine. Mr. Ortiz was professional and truly caring. Big difference. Now, be careful out there, readers. Sharing an honest thought could get you policed.

    Stopped in for some quarters prior to them closing by a couple of minutes. Couldn't have been…read moretreated better and was greeted by whom appeared to be a manager who was very friendly and nice. Teller assisted me promptly without feeling like I was being rushed since they were about to close.

    US Eagle Federal Credit Union - Pleasant lobby

    US Eagle Federal Credit Union

    (6 reviews)

    Uptown

    Honestly, it's hard not to choose a _higher_ number than only five stars. Eli Burciaga made our car…read moreloan process _pleasant_, if you can believe that. He gave us professional service (and fantastic, accurate information - which, as you know, isn't always something you can get at the dealership itself) while at the same time making us feel as comfortable as if we were visiting a favorite nephew. And the Menaul branch was quite pleasant (I don't believe I've been inside before), but that's just an aside - Eli is simply a phenomenal loan officer. Recommendation that I always give: go to US Eagle and get pre-qualified before even setting foot on the car lot. And don't buy the inevitable "Oh, we can give you the same service," spiel from the dealer - make sure you only give your financial info to the CU, not the car guys. Doing so will ensure that you have a members-only loan from a company that cares about your financial situation. Thank you so much, US Eagle; you always take such good care of us!

    Nice modern looking building with equally modern interior - spacious and open. Glass offices give…read moreit a more spacious look. I think this is the future of banking. Seems that more and more banks are moving towards bright and inviting. Lots of teller stations open. So it was pretty much in and out for my simple transaction. The teller was cheery, but behind the plexiglass screen, wearing a mask added to a soft female voice it was almost impossible to hear her talking. Oh well.

    Charles Schwab - investing - Updated June 2026

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