Charles Schwab

2.2 (6 reviews)

Investing, Financial Advising, Banks & Credit Unions

Closed • 8:30 am - 5:00 pm

By appointment only

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Services - Charles Schwab

Investment management

Retirement planning

Personal banking

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Charles Schwab - Investing Near Me - Clearwater, Florida

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Patricia R.

2 years ago

Very rude and unprofessional employee . No private parking signs Threaten to tow my vehicle read more

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Rivka P.

Elite 26

229

532

1450

5 years ago

This branch was very helpful with answering questions about my 401-k. I also needed to recover my account information and they helped me get hooked up with the financial app. I definitely recommend Schwab. read more

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Sunny D.

193

4 years ago

Called them to get a consult to manage my account and talked to an advisor who had only been with the company a few months. Requested a more experienced advisor to meet with and after two weeks was called back by same person who informed me that they have an investment minimum of one million dollars, everyone else has to use the robo advisor. The Charles Schwab website says 25 k minimum. read more

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Amy F.

3 years ago

I've been a customer of Schwab for 25 years or so. I used an automated system to track my account balance in my mutual fund. It asked me 2 questions to verify me, then gave me what I needed! NOW, you have a representative who asks you about 10 questions, AND you must take a quiz as well. If you don't answer the questions correctly in the alotted time your given, they will not answer your request. I have never ever experienced anything like that whatsoever! I cannot retrieve my OWN account balance because I refuse to be quizzed ( pop quiz) to get my own information! I totally understand asking a few questions to verify, but this is gone WAY too far! Not to mention, I asked the representative about the automated system, and he knew nothing about it. Not to mention he was rude, as well. What's happening to customer service nowadays? It's horrible! So as of now I don't have a clue of my account balance. Time to move my money elsewhere! I give it zero stars actually. They've completely changed their customer service, and it's changed for the worse!! read more

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Sheila H.

Elite 26

385

423

4052

9 years ago

No voicemail options no extension options. Will not answer main line been calling for 2hours. I don't want to tAlk to service center.

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Customer Support

Hi Sheila. If you could provide your contact information via a…

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Mark P.

5 years ago

I have been a client of this company since 1999. When I had a lot of money with them. well, I got special treatment. When I didn't have a lot of money with them, they still treated me alright (though not special). But, Schwab is not the only company that is like that. Most financial companies are like that. However, in Schwab's defense, I had numerous violations regarding breaking the rules and they did help me a lot not to be badly punished while they'd work with me not to break the FCC rules. Over all, they are a very good company and through the years I have decided to stay with them and I still will. The COVID19 period is a different animal. You can't chastise a company for the unfortunate situation that we all have faced. During this period, functions got slower and at times communication took more time. But, even so, they have been helpful to the extent of their technical capability. Also, I quite like their platform, StreetSmartEdge. Very easy to use and straight forward. read more

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More info about Charles Schwab

28200 US Hwy 19 N
Ste A
Clearwater, FL 33761
Directions
(727) 465-2636
Call Now
Visit Website
http://www.schwab.com

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Is Charles Schwab by appointment only?

Yes, Charles Schwab is by appointment only.

From the Business

Specialties

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 services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

History

Established in 1973.

The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), and its affiliates offer investment services and products. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products. Access to Electronic Services may be limited or unavailable during periods of peak demand, market volatility, systems upgrade, maintenance, or for other reasons. The Charles Schwab Corporation does not endorse third-party comments. This page is designed for U.S. residents. Non-U.S. residents are subject to country-specific restrictions. Learn more about our services for non-U.S. residents. © 2017 The Charles Schwab Corporation, All rights reserved. Unauthorized access is prohibited. Usage will be monitored. (0217-RD3H)

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