Charles Schwab
106 West Portal Avenue, San Francisco, CA 94127
Location & Phone number
106 W Portal Ave, San Francisco, CA 94127, United States
About the Business
Charles Schwab is a reputable financial institution located at 106 West Portal Avenue in San Francisco, California. Known for its comprehensive range of financial services, Charles Schwab offers investment, brokerage, banking, and wealth management solutions to clients across the United States. With a commitment to providing personalized advice and innovative solutions, Charles Schwab is a trusted partner for individuals and businesses seeking to achieve their financial goals.
Photos
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
Reviews
"Came back and male staff was knowledgeable about my needs and was able to deliver clear solutions and instructions."
"Don’t help at all, give you a computer to figure it out on your own. Never had this lack of service at any other Schwab"
"Consistently handled by people who care about my situation"
"I came to inquire about transferring my niece's IRAs from an insurance company that had underwhelming performance with them for the last five years and was very satisfied with the high level of professionalism at this branch. From the moment I entered the spacious office I was greeted warmly and availed even assistance from a vice president Mr. Steven Chou Silver who was more than gracious and answered all the technical questions of the planned transfer to this office. These technical questions that even my CPA had to dig to answer was addressed fully to my satisfaction and they will soon have a new customer rest assured."
"Had great service here just now on my account. I have the online checking account with no fee atm and just decided to get a savings account. Its even higher interest and gives more interest than discover and capitalone. They even provide online support writing online without needing to call. I needed something notarized which is normally a pain. Luckily i got a nice lady who provided great service and was able to for me right away. She let me know you normally need an appointed. This time i actually had called first and they didnt say but it was great that i got someone who could. Usually they have certain people who can. Anyway i highly recommend the account and the no fee atm is super convenient not having to think about fees. Also the fidelitity one i had before but found out they limit it to nine withdraws."
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