Charles Schwab
25926 Sierra Center Boulevard, Lutz, FL 33559
Hours open
Monday:
8:30 AM - 5:00 PM
Tuesday:
8:30 AM - 5:00 PM
Wednesday:
8:30 AM - 5:00 PM
Thursday:
8:30 AM - 5:00 PM
Friday:
8:30 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Photos
Location & Phone number
25926 Sierra Center Blvd, Lutz, FL 33559, United States
About the Business
Charles Schwab is a renowned financial institution located at 25926 Sierra Center Boulevard in Lutz, Florida. As a leading provider of financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management solutions to help individuals achieve their financial goals. With a strong reputation for excellent customer service and expert financial advice, Charles Schwab is a trusted partner for clients looking to secure their financial future.
Reviews
"We parted ways with our financial advisor. Since he put our funds into Schwab, we had a learning curve figuring things out. Tom was far more helpful and attentive in 2 visits than our advisor was in months. We now have the confidence to trade on our own and know that Tom is there to help if needed. His wife and assistant, Ann, is great, too!"
"Outstanding experience from beginning to end. Quick appointment to fit into my schedule. Mr. Tom McCormick took his time to assist me in opening a Roth IRA for my daughter. As a new investor he helped her feel confident investing for the long term and took whatever time needed to explain the Charles Schwab platform. Mr. McCormick is a great representative of the financial industry. Nicole his assistant was very polite and personable, overall great experience at the investment firm."
"The explanation and the clarifications are great!"
"Charles Schwab company purchased TDAmeritrade I am with TD. TD had local branches for customers to use when needed. The two companies have not completely intergraded yet, but Schwab closed most of the TD branches. So far I don't care for the way they are going about the merger or the lack of communication with the customers."
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