1. Charles Schwab

    1. Charles Schwab

    0

    Morristown, NJ

    Cancel

    Open app

    Search

    Charles Schwab

    3.5 (2 reviews)
    Open 8:30 am - 5:00 pm

    By appointment only

    Services - Charles Schwab

    Investment management

    Personal banking

    Retirement planning

    Charles Schwab Photos

    You might also consider

    Recommended Reviews - Charles Schwab

    Your trust is our priority, so businesses can't pay to alter or remove their reviews. Learn more about reviews.
    Yelp app icon
    Browse more easily on the app
    Review Feed Illustration

    7 years ago

    Helpful 0
    Thanks 0
    Love this 0
    Oh no 0

    13 years ago

    Helpful 1
    Thanks 0
    Love this 2
    Oh no 0

    Ask the Community - Charles Schwab

    You might also consider

    Verify this business for free

    People searched for Investing 188 times last month within 15 miles of this business.

    Verify this business

    Fidelity Investments - Waiting area

    Fidelity Investments

    (9 reviews)

    This is the first time to this branch…read more I think service was great. I needed to provide durable POA, and they processed/submitted it quickly for me. I got a call a week later from the legal department to answer a couple questions. Now waiting for the final confirmation. Typically, I go to the one in Shrewsbury area but this location is closer to work. I think the service there is also great. There wasn't a yelp account for that location so I put it here as I would rate it the same. My small problem is just that you may have to wait a long period of time during peak times as there are limited service providers. I have definitely taken a lot of their time just due to the nature of the requests, so I can understand that there is not much that can be done about it.

    From my first encounter with my assigned advisor my entire experience with Fidelity has been…read moreabysmal. From alluding to my deceased husband saying something negative about me to keeping me there for four hours while accomplishing nothing except him using a white board to show me how I could have 9 million by the time I am in my 90's (wth) to then getting assigned a new advisor who has lost me more than $200k in a month's time. At my age and situation this is totally unacceptable. They also manage my deceased husband's pension plan (Mondelez). I thought their advisors and investment strategies were sorely lacking but after dealing with Fidelity/ Pension, I realized quickly that I need to pull the plug on Fidelity. Bottom Line: Fidelity is your typical American Corporate whore. They only serve themselves and those who are whales; everyone else they laugh at. The more you know.

    Jenifer Brennan-Crowley

    Jenifer Brennan-Crowley

    (4 reviews)

    I would like to praise my experience with Jenifer and her LoanDepot team. As a first-time home…read morebuyer, I reached out to NJHMFA Homebuyer Referrals HBReferrals@njhmfa.gov for recommendations. They provided a short list of lenders participating in the program in Bergen county, NJ. Jenifer was one of them. I also researched reputable lenders and filled out some short applications with a few clicks. Jenifer was the first one to reach out to me. Her name was on the recommended list. The stars aligned! Her voice was soothing and patient. She did not rush through her answers to my questions and explained everything thoroughly. Easy web-based application (as it should be in the 21st century), and documentation exchange and e-signing followed. Under the pressure of my friends, I briefly checked out other lenders, but not only they quoted a higher interest rate, but I also felt the sales pressure from a banking giant or two. I was happy to return to my first choice with Jenifer. Jenifer explained to me the housing market history and current conditions, prospects for the future, and provided statistical data on "the cost of waiting" as well as personalized charts outlining the benefits of home ownership.  I entered one contract and got out after a low appraisal. I learned so much from Jenifer and her team. Eventually, my ideal home found me, and I closed on the last day of my rate lock. The LoanDepot team acted very professionally and patiently and held my hand all the way to the finish line.  I highly recommend Jenifer and her team to my friends. I will return to LoanDepot for my next real estate project and for refinancing once the rates go down. Sincerely, Maryana

    Jen Brennan was nothing short of amazing to work with on the purchase of our (now) home. The…read morehousing market is historically difficult for buyers right now and Jen helped us navigate this volatile market so expertly and patiently. She was always available - no matter the hour to answer a question or hustle to pull together paperwork, which is so critical to compete in the current housing market and super thorough but clear with explaining nuances around lending. She was proactive, putting together projections of how homes we were interested in would add or lose value over time. But best of all is how quick she was to think outside the box and get real creative in how we could use our homebuying budget and also working in tandem with our agent to structure bids. It was thanks to some real creative strategies that she helped us get our home - which was not easy. Jen is awesome to work with, and if you're buying a new home and need a lender - she should be the first person you get in touch with.

    Charles Schwab - investing - Updated September 2026

    Loading...
    Loading...
    Loading...