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    Charles Schwab

    3.1 (17 reviews)
    Closed 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

    Charles Schwab Photos

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    2 months ago

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    1 year ago

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    10 months ago

    Jocelyn Gray took such great care of my situation! She is a top notch professional and made my experience at Schwab so pleasant!!!

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    1 year ago

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    2 years ago

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    2 years ago

    They were friendly to me as I made a deposit for my son since he is out of town for awhile

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    2 years ago

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    9 years ago

    Helpful 2
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    5 years ago

    No ego, totally present, wildly competent staff who were beyond helpful. Just an awesome experience -thank you!

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    11 years ago

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    8 years ago

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    8 years ago

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    10 years ago

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    12 years ago

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    10 years ago

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    10 years ago

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    12 years ago

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    Review Highlights - Charles Schwab

    I also thought the receptionist, Carly was really nice and professional.

    Mentioned in 4 reviews

    Read more highlights

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    SchoolsFirst Federal Credit Union

    SchoolsFirst Federal Credit Union

    (34 reviews)

    I had never been to this branch but made an appointment here because it's close to the 5 freeway…read moreand I thought it might be convenient to get to. The branch is located just past (or just before depending on the direction you're coming from) the Shops at Mission Viejo and Kaleidoscope - you have to make a turn onto a little side street to get to it and it can't be seen from Crown Valley Parkway - but with GPS, it's easy enough to locate. The staff is very friendly and more than one person came up and offered to help me even though I only waited for about a minute. There was a very short line inside the branch and no lines outside at the two ATM machines. The branch is very clean and inviting and there is ample parking even with several other businesses located in the same lot. My appointment was completed more quickly than I thought it would be and I was in and out of the branch in less than 15 minutes while still feeling like I had received terrific customer service. Oh - on top of all this I even received a reminder phone call the day before my appointment to make sure that the time and date was still convenient for my schedule. Great service!!

    Idk what the hell is wrong with this bank. My boyfriend has an account with you guys and every…read moresingle month when rent comes around your bank doesn't let him send over his half of the rent to me through Zelle there is ALWAYS a problem leaving him to constantly contact you for support and no one ever does anything promptly. As if no one's got it together, let alone whatever issue it is with your system that constantly flags him trying to send funds. We are ALWAYS late on rent which looks bad on us and specifically me as I'm the primary leas holder. It has caused us late fees multiple times, money we don't need to spend if you guys just actually had it together. Unfortunately I can't convince him to leave you and get another bank, and it really should be your responsibility to take charge and figure out this issue as well as respond promptly to your clients that have accounts with you. I am tired of you guys entirely and extremely frustrated and stressed out the past two years dealing with this bullshit on a monthly basis. I cannot tolerate my name being on the line for your guys lack of service and communication

    Charles Schwab - investing - Updated August 2026

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