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    Charles Schwab

    5.0 (1 review)
    Closed Closed

    By appointment only

    Services - Charles Schwab

    Investment management

    Retirement planning

    Personal banking

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    ​Angel Oak Mortgage Solutions

    ​Angel Oak Mortgage Solutions

    (2 reviews)

    I can't thank Angel oak team enough for their outstanding performance helping me purchase my house…read morein Tampa, FL. From start to finish, the entire team were on top of their game! Robert and Evan are both extremely dedicated, highly knowledgeable, and honest. Robert was my loan officer. From the initial conversation, he will gather all the information needed to ensure that you are eligible before running your credit. Pulling up my credit was last step before pre-approval letter. Throughout the process, both Robert and Evan truly amazed me with their super fast responses to emails and text messages. The turn around from underwriter was extremely impressive too! This is the most efficient team I have ever seen, amazingly super productive. I was cleared to close in no time! The realtor and title company were all very impressed as well with how fast it was. I was able to change closing day to a week earlier :) I highly recommend them and will pass it along to anyone I know. If you're looking to apply for a mortgage, this is the DREAM TEAM!

    Horrible. Thought they gave us a rate lock, got to the wnd thats when they said they didnt check a…read morebox in the corner, jumpes the interest from 5.5 to 8%. Like GTFOH. I wish i would have read their reviews before hand. They are unscupulous. We tried to buy a cabin in the woods. Because I have rental properties, they tried to classify the properties as investments, and Chris Philman was soo unbelievably rude (and i believe racist), in saying "you can go somewhere else, Lisa" Sooo rude. Hate this company, because they wasted our time for 6 weeks. I tell everyone now to read reviews thoroughly.

    Charles Schwab - investing - Updated August 2026

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