Charles Schwab
180 Grand Avenue, Oakland, CA 94612
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
About the Business
Charles Schwab is a renowned finance institution located at 180 Grand Avenue in Oakland, California, United States. Known for its exceptional financial services and investment opportunities, Charles Schwab offers a wide range of services including banking, investment management, and retirement planning. With a strong reputation for providing top-notch customer service and innovative financial solutions, Charles Schwab is a trusted partner for individuals and businesses looking to achieve their financial goals.
Reviews
"The guy I talked to today was very helpful"
"I called the Oakland Schwab office to ask about the complimentary financial plan that's been advertised recently. I was told that to get that complimentary plan you need to have assets of $1 Million or above. That small detail isn't mentioned in any of the advertising, commercials or on the web page. It feels a bit misleading, and a bit like bait and switch, so heads up."
"Schwab is NOT A BANK it uses third party vendors, and forget asking for immediate service when all the local offices are closed during business hours. Covid is not an excuse for having a temporary closure especially when one can go to Wells Fargo, Chase, Merrill Lynch for daily banking needs. Walt Bettinger needs to up his game!"
"I was with C. Schwab for over 30 years. Recently I moved my inheritance from Vanguard to Schwab. The Schwab financial advisor said I was all set for retirement at age 65. If I get a SS check and medicare, I should be OK he said. I found his presentation vague and depressing. And that's why my investments are with Edward Jones (Ballena Bay, Alameda) now."
"9/10 times no one answers the phone, can’t get an appointment either. Very disappointing when you have to do it through physical cause sometimes you get a a check from an old IRA or something."
People Also Viewed
-
Simon Chew, CIC / eHealth-Plans Inc. / Amazing Wealth638 Webster St Suite 420, Oakland, CA 94607, United States
-
E&P Financial Solutions, Inc8105 Edgewater Dr Ste 108, Oakland, CA 94621, United States
-
Eagle Crest Marketing4222 Black Oak Hollow Road, Oakland, CA 94612, United States
-
USA Tax & Bookkeeping Services2003 Austin St, Oakland, CA 94601, United States
-
NValuable Franchise Consulting448 Elysian Fields Dr, Oakland, CA 94605, United States
-
Williams, Adley & Company-CA, LLP7677 Oakport St #1000, Oakland, CA 94621, United States
-
Harshwal & Company LLP333 Hegenberger Rd # 328, Oakland, CA 94621, United States
-
Fiesta Auto Insurance & Tax Service10507 International Blvd Suite B, Oakland, CA 94603, United States
-
Fiesta Auto Insurance & Tax Service4102 International Blvd, Oakland, CA 94601, United States
-
Upscale Tax Professionals248 3rd St, Oakland, CA 94607, United States
-
The Education Trust—West580 2nd St # 200, Oakland, CA 94607, United States
-
Mt Tax & Financial Consulting1534 21st Ave, Oakland, CA 94606, United States
-
Morgan Stanley Financial Advisors1999 Harrison St Suite 2200, Oakland, CA 94612, United States
-
Wealth Enhancement Group1999 Harrison St #1530, Oakland, CA 94612, United States
-
In Touch Financial Services LLC6465 San Pablo Ave # 1-1, Oakland, CA 94608, United States
-
Edward Jones - Financial Advisor: Benjamin Blake, CFP®5330 College Ave Suite 230, Oakland, CA 94618, United States
-
Lam's Financial Services. Inc1406 7th Ave, Oakland, CA 94606, United States
-
Balance Financial Planning, LLC5438 Shafter Ave, Oakland, CA 94618, United States
-
Ella Financial Advising LLC5237 College Ave, Oakland, CA 94618, United States
-
Sierra Pacific Financial Advisors, LLC1300 Clay St Suite 600, Oakland, CA 94612, United States
-
West Coast Financial1814 Franklin St, Oakland, CA 94612, United States
People also searched for
- Financial Consulting
- Financial Advisor
- Audit & Consulting
- 401(K) Plan
- Asset Management
- Bank Account
- Banking Services
- Brokerage Firm
- Business Investment
- Checking Account
- Diversified Portfolio
- Emergency Fund
- Finance Institution
- Financial Advisor
- Financial Planning
- High-Yield Savings
- Individual Investment
- Investment Goals
- Investment Options
- Investment Performance
- Investment Strategy
- Investments
- Irregular Income Stream
- Market Trends
- Portfolio Diversification
- Retirement Planning
- Retirement Planning Strategy
- Roth Ira
- Savings Account
- Small Business Financing
- Stock Market Analysis
- Tax Optimization
- Tax-Efficient Investing
- Wealth Creation
- Wealth Management
List of local businesses, places and services in California
⭐ business help 🔍 services ☎ phones 🕒 opening times ✍️reviews 🌍 addresses, locations 📷 photos