Charles Schwab,

75 Fountain Street, Providence, RI 02903

"Went to local branch to make a deposit 1/22 spoke to DOMENIC Feroce he spoke to me like he was doing me a favor but I got over it. After I deposited funds I asked about retirement services/programs. Said I will have HALEY (Hay Lee) call me. Over a week later 1/30 I call Domenic back because haven’t heard from Haley. Once again DOMENIC tells me yes they are really busy etc. (Like this was normal!) I wanted to transfer additional funds and to do long term business with Schwab, now not so much. Schwab still maybe, Domenic and Haley definitely not."

"I do not intend to bank with Schwab anymore after my first, and probably now the last, experience with their local branch. Their phone service was great. I talked to a representative (from St. Louis if I remember correctly) to transfer a prior employers 401K to my new IRA. He explained how I needed to either mail the check from the other brokerage or visit in person. I did the drive to the local office and was pretty much just ignored. The one person working there didn’t acknowledge my existence while I was waiting at their welcome/information desk. Then when the person did, he just said it’s going to be a while before he could do anything asking if I was there to deposit a check, as I was. I wasn't expecting much, but maybe a "sorry, a lot of the staff is out for vacation" or something to the effect. Kudo's to him for how he was treating the couple he was working with, they were truly the only people that mattered. Either way, I will find another institution to put my funds into. I am surprised that USAA recommended them."

"Excellent service. Tiffany is very responsive and proactive."

"Excellent experience, as conservator of a family member's assets, I needed to consolidate the assets and access funds. Dominic at the downtown Providence office took the time to walk me through all the forms and fill them out right there in Scwabb office. Very satisfied client."

"Not it all helpful in taking RMD"