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    Generations Credit Union

    3.3 (7 reviews)

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    Personal banking

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    Charles Schwab

    Charles Schwab

    (1 review)

    Charles Schwab used to have a reputation for a customer first attitude. Apparently, that went into…read morethe trash with their acquisition of TD Ameritrade. Wanting to meet with them to deal with my existing accounts and open one with my daughter, I attempted to schedule an appointment. I used their online appointment request form a week ahead of my desired date. Although promised a 1-2 business day response, I never heard from anyone. So, the day before I wanted to meet, I attempted to call the office in Washington State where I was planning to go. My call ended up with a nice man in Tampa instead. He helped as much as he could and sent a message to the office I was trying to reach, asking them to contact me. They did not do that, and I had to cancel my plans with my daughter. I still have not heard back from them. I think they were not prepared for the huge increase in customers due to their acquisition of Ameritrade, especially after closing many offices over the past four years. Hopefully, the lawsuit to unwind this merger will succeed, but a resolution to that suit will still be years away. Meanwhile, I am shopping for a new place for my investments, because I can no longer trust Schwab to act in any competent manner.

    From the owner: Chuck Schwab started a stock brokerage company with a simple question: isn't there a better way?…read moreThat question led to the establishment of a new kind of investment firm - with a more contemporary approach to wealth management based on a set of core values and beliefs, not just profits and losses. These core beliefs have led to 40+ years of serving clients, innovating on their behalf, and developing brokerage products and financial services that put them - not us - first. At Schwab, we offer a wide range of wealth management services, personalized financial advising and retirement planning, and expert investment research, as well as a number of complimentary workshops covering everything from investing essentials to complex trading strategies. Brokerage Products: Not FDIC Insured - No Bank Guarantee - May Lose Value

    Generations Credit Union - banks - Updated July 2026

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