The staff @ the Soquel office is so helpful & courteous. I moved out of Watsonville to Norh Las Vegas & needed money from my retirement account for moving expenses; This also happened when Microsoft glitch shut down many businesses & banks. Schwab couldn't do money transfers for a few days; however, the problem was fixed & the moves were paid 1/2 of the cost when they arrived to pack up the truck for Vegas. That was a relief considering I hired a moving company from North Las Vegas & the extra moving expense of 3 of them hotel, food, etc. would have been a lot. Thanks Schwab for getting me moved on time!! read more

I'm an unfortunate victim of the TDA buyout that got forced into this shit show of a company. It's been nonstop problems since day one. I received calls/emails from someone at this office that I didn't know. I asked him for a list of who all the account managers were so I could review. He ignored my request and continued to bombard me, so I blocked his emails and phone calls. I'm out of here as soon as I have time to research options. Their online and phone support is just as bad. read more

I was out on vacation when I received a notice that I had an issue with a new account that I had just opened at my home branch. I was able to locate this office near Las Vegas and was able to resolve the issue with the help of the patient and friendly staff. Thanks for the assist! read more

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

We have been with Charles Schwab since the 80s. Yes over 40 years. I believe that this loyalty alone is a testament that I believe Charles Schwab is an amazing Company. What have I learned from Schwab over these years? First and foremost is research. Then Patience. And Finally approximately when to sell. My wife and I for many years made most of our stock choices. For the past few years, We are of an attitude that we need assistance to confirm our decisions in managing our portfolios. Our Schwab Broker of several years, Dave Humphrey made a point of knowing our investing style and offers his recommendations with justification. We both listen to each other and my wife and I feel very comfortable with Dave as a partner managing our Schwab Portfolios. Also, a sincere thank you to Alexa. She has been most helpful over these many years. She is definitely the backbone of the Henderson office. We look forward to being with Schwab and Dave for another many decades! read more

Have had an account for many years. Recently they changed their online page and moved many things around. They think it increased functionality. It didn't. Now it is incredibly circuitous to find what you want and many times I have to call them to see where they hid what I am looking for. Plus it used to be very intuitive. Not it is not. If you are looking to open an account, consider looking at competition rather than going through the imbedded Schwab ... can you find this ... drama. read more

Made an appointment, took the day off and get there and they didn't have me even scheduled!! They ran around trying to find someone to help me!! This is the third place I tried to invest my money with and I'm still not able to find a company that will work with you. Crazy. But that Vegas for you!!!!!! read more

TOTALLY THOUGHTLESS AND INCONSIDERATE ... I wonder how much money a person would need to have on deposit at this branch before they would care enough to treat you like a human being. I registered for a workshop at this branch nearly a month ago. I showed up this afternoon at the appointed time, only to find that the meeting had been cancelled. They've got all of my personal information - from my email address to my mothers madden name. They've even got my cell phone number. Apparently they can only use that information when they want to sell me more services. When I walked in the door and announced my purpose, the guy at the counter couldn't leave the room quick enough. Leaving a young lady to break the news to me on her own. (Even that seemed a little chicken shit). I don't fault them for needing to cancel the workshop - for what ever reason. I've got plenty of issues with the inconsideration. read more

Came here a couple years ago after starting a franchise and wanted to start investing my money. Didn't have a lot to start with after working 60 hours a week all my life. Felt good about becoming reasonably successful. Had a consultation with a representative and was told to save $100,000 and come back and talk to them. I've had an Edward Jones account for the last five years and i'm enjoying a moderately conservative 19% return on my money. Stay away from the arrogance! read more

My husband and myself are new to investing and was referred to Charles Schwab from our accountant. Our experience with them has been a pleasant one. 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. She was very helpful and patient, explaining everything out for us. We are very happy with our choice so far and are looking forward to our future relationship with them. read more

Arrogant people, came here with flip flops regular clothes. Got the looks from this guy that I dont belong here. I bet his bank account is probably overdraft from buying fancy suits with a receptionist job. read more

I own a small business and wanted to start a matching IRA for my employees. Charles Schwab has a great program for small companies and they provide outstanding customer service. They care about their customers. read more

I have been an investor for over 60 years and have been with Charles Schwab for over 30 years which shows why I consider them my Number 1 investment company. Over the years, I have dabbled in other financial firms but always returned to Schwab. I am what I consider to be a small investor. We have always been treated as a most valued customer. The local Branch managed by Scot Citron, is conveniently located, which is very useful when I need to have documents officiated and get appropriate personal advice. Scot is excellent, providing us with exceptional and appropriate advice. He understands our financial profile, our concerns and acts accordingly. He is extremely knowledgeable about the financial markets and wealth management. Scot provides us a totally professional service. Concerning the Schwab Webpage, my career was mainly involved with systems security which leads me to say that the Website is very secure. The ease of stock analysis pre, during and post transactions is incredible. Schwab clearly has alerts and warnings that allow the transaction to be appropriately completed. Thereby preventing me from making mistakes. Charles Schwab continues to to be #1 and innovative to meet our changing financial needs. read more

I've been with Schwab for a number of years (20+) and I have always been very pleased with the personal service I have received from the customer representative at the reception desk to the Financial Consultants I dealt with for my investments. read more

After scrutinizing several banks for simple investment wheels and considering another rental property in a market drenched with Vegas style renting, my husband and I found ourselves at the District, Charles Schwab office, to review some IRA's we had started about 15 years ago before getting caught up in the "landslide of zero wealth". Now nearing 50 we both find it crucial to look for new and careful ways to invest. The gentleman who helped us was Keith Jensen. He was polite upon our unannounced arrival, and sat with us for over an hour. His consideration for our efforts and his discerning advise provided new avenues for our family's future wealth. As a couple who live within our means and budget weekly, Keith was quick to analyze our needs and respectful of our minimal investments. All of which we have only thanks to offer Charles Schwab for providing an Excellent Advisor!!! read more