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    Charles Schwab

    2.3 (13 reviews)
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    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

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    Bank of America Financial Center - Long lines are constant here.

    Bank of America Financial Center

    (41 reviews)

    Mrs Cruz is a very knowledgeable associate that helped us with a multiple estate account transfer…read more She was very helpful in filling out the many papers to process these transactions. We also felt very cared for as we were not shooed off to some large corporate office, portal site or other location. I liked that their manager took the time to expedite and approve all this paperwork quickly. (Heard it can take weeks, we were fortunate to have the staff and the correct documentation to get it completed.) They have a free parking lot with EV stations and street parking. There is a security guard outside. There are 2 friendly front tellers and multiple private rooms for other banking transactions/applications. We really learned a lot and felt the extra care during this difficult and time restrained estate transfer.

    Extremely disappointing experience…read more After my documents were stolen, I tried to resolve my banking issues and expected understanding and professional assistance. Instead, I encountered bureaucracy, poor communication, and a complete lack of empathy. Rather than helping a customer in a difficult situation, the process became frustrating and exhausting. Every step seemed to create another obstacle instead of offering a solution. I hope Bank of America improves the way it handles customers facing identity theft, lost documents, and other exceptional circumstances. People in difficult situations deserve support, not to feel like they are just another case number.

    Charles Schwab - investing - Updated August 2026

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