I've been with Charles Schwab for a long time. I'm talking for a very long time. One of the reason's I've been with them for such a long time is because my dad started me investing since I was younger with Charles Schwab and I never left them. Some of the reasons to be with them are below. I broke down some advantages and some disadvantages. The disadvantage has a easy fix if you ask me. If you are a beginner investor or a player in the stock market, Charles Schwab is an excellent place to invest and is often rated as one of the best overall brokerage firms in the industry. It caters to a wide range of investors, from beginners to advanced traders, offering a robust combination of low costs, comprehensive tools, extensive research, and strong customer support. They also provide resources for virtually all types of investors. Beginners benefit from extensive educational materials and support, while active traders gain access to the powerful, customizable thinkorswim platform that they acquired when they merged with TD Ameritrade. They offer $0 commissions for online U.S. stock and ETF trades, no account minimums, and no annual account management fees. Wide Range of Offerings: You can invest in a vast array of assets, including U.S. and international stocks, ETFs, mutual funds (over 7,300 are no-transaction-fee), bonds, options, futures, and forex. Strong Research and Education: Clients have access to high-quality proprietary and third-party research from firms like Morningstar and Argus, along with top-tier educational content, live webinars, and charting tools. Customer Support: The firm is highly regarded for its customer service, offering phone, chat, and in-person support through its extensive network of physical branches. Me and my family has witnessed this as we spoke to No'e (sp?) at this branch and he helped us out a lot with his vast knowledge with our parents living trusts and all the paperwork that went along with it. He was very helpful as well as his mainland counterparts. One big drawback is the lack of Direct Cryptocurrency Trading: Schwab does not offer direct spot trading of individual cryptocurrencies, though it provides access to crypto-related funds and ETFs. Then again you can do this yourself. Just make sure you have a digital wallet where you can take your crypto offline so no one can hack you. Just don't lose it as you can't retrieve it once it is lost or stolen. Come on down and see how Charles Schwab can help you secure you financial planning and investing. read more

Seems many Charles Schwab's offices. If it's the one with Kim Mullen as partner, definitely avoid. Witnessed my friend go through some unfortunate servicing there. However, if it's another office, not related, then it should be okay. read more

First time visit at this location and meet by a very helpful representative, Noe. Helped with a check deposit and gold medallion transaction. Worked with the correct department to ensure they had all the right paperwork. So pleased! There's also validated parking at the Davies Pacific Center, a real plus in this area. read more

Charles Schwab - Lobby - Investing Near Me - Honolulu, Hawaii

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Friendly informative and respectful service. I've been an online customer for years and now that I've been to a physical location I'm even more impressed read more

Charles Schwab has been my stock brokerage since... basically this year. Started with Scottrade which was acquired by TD Ameritrade, which was recently acquired by Charles Schwab. With almost everything being done online or over the phone, there's not a whole lot of need to go to the office. Though there are times when having face to face interactions and direct communication is much more better. This new Charles Schwab office is located along Bishop Street, right before Queen Street at the street level of the Davies Pacific Center. This building has a parking garage, but not sure if there's validation. If not, there's metered parking around. The newly constructed office is super clean, bright, and welcoming, of course. I had an issue that just needed better clarification because communicating through emails and phone calls (which you need to WAIT and WAIT and WAIT) was just not getting anything done. The time zone was an issue, and some people just don't have phone voices (and Aloha spirit). Luckily the team at Charles Schwab were very helpful and patient. The receptionist was exceptional. Friendly, kind, patient, and very helpful in getting the assistance I needed. Their team helped me double check everything to make sure all documents were filled correct and all supporting documents were included. Needlessly to say, everything went smoothly. I'm glad this office is here with an amazing team to guide and assist me in making sure the process is done right the first time. read more

Charles Schwab - New location - Investing Near Me - Honolulu, Hawaii

Tried to invest up to 25 k with them over a week later there system would not allow me too because I am with a local bank in Hawaii! I would not suggest to anyone to do business with flakes Never again read more

New location is very visible. Nice coffee machine with plenty of flavors to choose from. read more

Charles Schwab - Investing Near Me - Honolulu, Hawaii

I have been with Charles Schwab for about 20 years. Everything in the service provided has improved over the years. Trading with no fees was the turning point. Also all the online information and free classes. I started investing in the 80's with buying/selling commissions...what a change!!! read more

Good to have an office conveniently located in town with wasy parking. Professional service with efficient support. Was able to complete me transaction with no issue. read more

Rude front desk staff who speaks about private at the front desk space prior to bringing client into back spaces.

This has been my primary broker for years! I love the fact that they have an actual branch in Hawaii unlike most of the other online brokers. There is usually never a long wait for customer service although it can get busy sometimes. Service here has been very consistent. Parking in the building is easy and you have a grace period of 20 minutes. read more

When I semi retired to West Palm Beach, Florida in late 2000, I consolidated all my accounts to Charles Schwab because there were no minimum purchase fees, inactivity fees or IRA fees. I still remember Tracy, the financial consultant at Charles Schwab in Palm Beach. She was very patient and took care of all exit fees when I transferred my funds to Schwab. It is now over 15 years later and I am still with Charles Schwab because of their outstanding customer service. They have a local branch downtown that validates your parking. If you need to meet with a consultant, simply call a day or two in advance and you are able to speak with a licensed financial consultant for no additional fee. They also have a very cool Keurig, pod type coffee machine and bottled water in the lobby that is all complimentary. Strongly recommended! I don't know why anyone would go anyplace else. #22/100 Yelp 2016 Challenge read more

Schwab had been exceptional with its customer service until a recent incident in which I was sold a managed portfolio which claimed to have its management fees tied to performance, meaning no growth, no fees. Well, not only did this portfolio underperform but Schwab took out nearly $1,000 in management fees. It took me months to address this between the local branch and the mainland offices and it is still not fully resolved. The salesperson who sold me the fund has left the company and the new office manager in Honolulu has been very unresponsive and irresponsible--repeatedly not following up when he promised to. Is Schwab buckling under greater macro forces? Proceed with caution... read more

Customer service is horrible. I have been trying to make a change to my mom's trust account for the last year. Reps on the phone have given wrong information, lost submitted documents and I have had to resubmit documents and had to pay for notary multiple times due to wrong information provided. read more

Excellent service by telephone Thank you I was grateful to find the staff knowledgeable and helpful

Really good company if you want to invest on your own, or they have qualified staff to guide you to what level you help to. Meaning,pick how much help you want. or perhaps need. Website very efficient and you can always get 24/7 help via their national phone line (808 435-4000) . When something goes awry in placing online trades, which is the least expensive way to trade equities, Schwab representative always very, very helpful and polite. Advice on IRA's, Roth IRA's, 401's: these guys will give you knowledgeable advice and will find answers if they must defer to someone else in company. I trust these guys. read more

Local banks should follow this banking model. Since switching my banking from another local bank to this bank, I have never looked back. No ATM fees, no checking fees, no minimum balance. Great customer service and very easy to do business. Ask for Teresa Tanaka if interested in signing up for a new account there. Very, very good customer service! read more

Service can sometimes be slow. Don't go during lunch. I use Charles Scwab for all my investing. Why pay a brokerage firm 2% annually when Charles Schwab doesn't charge you an annual fee? Trades are below $10 and some mutual fund trades are free. Their website even gives you the ability to research companies. Start saving for your future today and get invested. read more

Pretty good security. Ok website. They do not understand taxes and will not correct their mistakes in tax reporting. You can get better service, better trading interfaces and lower fees at other discount brokerages. Nice to be able to visit local office. read more

Called the local number before heading down to the Scwab Honolulu office for a notary. Person who answered (got routed to the mainland) said they would do it. Get there and they said they only notarize Schwab documents. It was not like the were busy (I was the only client in the office) but it was not a service they could offer or make an exception. But it was their error for telling me that they would do it in the first place and wasting my time. read more

WOW!!!!! I/we COULD NOT imagine a more professional, personable, and CARING individual than Teresa Tanaka in your Honolulu Office!!! My wife and I met with Teresa 2X and were MEGA impressed with her commitment to help us in the future! Hence, today we "enlisted" with Charles Schwab and initiated transfer of funds from another institution to CS! TERESA TANAKA, MAHALO MAHALO!!!! Glenn and Constance Uejio read more