I was a previous client of Schwab's and needed monthly statements for my accounts. I called the…read morelocal branch and spoke to Trish. At first, she said that she was too busy to help me because she was in the middle of something. Then when I asked her when she could get back to me, she replied that she doesn't have access to my information. They are only interested in gaining new clients and not serving their current or previous clients. I would look to another investment bank if you are looking for a high touch place to invest your dollars.

I have been a client for approximately 2 years and have had nothing but wonderful service! I think…read morethe staff is amazing and have always bent over backwards to assist me with any questions I have. In addition, I have spoken to the manager on occasion and I find Matt to be a very courteous, knowledgeable and thoughtful person with only the best interests of his clients in mind. I would recommend Charles Schwab to anyone looking for honesty and integrity regarding your financial services.