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    Charles Schwab

    3.5 (15 reviews)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    2 years ago

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    2 years ago

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    2 years ago

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    2 years ago

    Been with them couple years now. Wen site easy to use. Updates are accurate and fast. Strongly recommend them.

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    3 years ago

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    3 years ago

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    5 years ago

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    Administrator

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    5 years ago

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    13 years ago

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    5 years ago

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    8 years ago

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    5 years ago

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    7 years ago

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    11 years ago

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    Review Highlights - Charles Schwab

    After speaking to a couple of different representatives on the phone with questions we had we we made our decision and set up an appointment with Alexa.

    Mentioned in 2 reviews

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    Create Credit Union - Amy and I

    Create Credit Union

    (54 reviews)

    Just closed on my dream home yesterday and I couldn't be happier with the experience. Jen was…read moreamazing and was always available to talk through any questions I had. Mimi was able to get me in to sign first thing on my new home and I was able to get in the very same day. Ryan was fantastic as well. He offered me the best interest rate and was able to get me to a mortgage payment I felt comfortable with. This transaction was manageable and with everyone's help I was able to close on my dream home in a quick and efficient manner. I will continue to work with this dream team. Other people at the credit union did reach out and helped me get everything moving along and I felt like I could always call. I called Christine 20 times at least and she always answered and was available to me. Overall, I would do it again and recommend you choose this great team.

    I opened this account about a year ago to have a local financial institution specifically for home…read morerepairs and mortgage-related payments. This account is only used for that purpose. Overall, I hadn't had many issues--until yesterday. On the same day, a few credits and debits posted to my account. CCCU processed the debits first, which caused NSF fees, even though the credits posted the same day and immediately covered the amounts. Given that my account has always been in good standing, with no prior NSF history, this felt like an error. My understanding has always been that same-day credits are applied before debits. I called to see if the fees could be reversed. I spoke with Miguel, who stated that since it wasn't a credit union error, they could not reverse the fees. No alternatives were offered--no overdraft protection discussion, no courtesy reversal--nothing. The interaction made me feel like I was asking for free money rather than requesting a reasonable review of the situation. Honestly, this experience reminded me of the practices Bank of America was criticized for years ago, when debits were reordered ahead of credits to generate NSF fees. I ultimately decided to close my account. Miguel said he would send the documents to sign online, but I never received them. Three hours later, I had to call back, only to find out they were never sent. Jerry ended up resending them and re-verifying my information. To his credit, Jerry was more empathetic and did offer options--but by then I had already changed my direct deposit with my employer. My advice: consider taking your business elsewhere.

    Charles Schwab - investing - Updated June 2026

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