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Charles Schwab
633 North Orlando Avenue, Winter Park, Florida, United States
About the Charles Schwab
Charles Schwab is a renowned finance institution located at 633 North Orlando Avenue in Winter Park, Florida, United States. With a reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, and wealth management services to help clients achieve their financial goals. Whether you are looking to grow your savings, plan for retirement, or invest in the stock market, Charles Schwab has the expertise and resources to guide you every step of the way. Visit their Winter Park location to speak with a financial advisor and start building a secure financial future today.
Photos of Charles Schwab
633 N Orlando Ave, Winter Park, FL 32789, United States
Opening hours of Charles Schwab
Monday:
08:30 - 17:00
Tuesday:
08:30 - 17:00
Wednesday:
08:30 - 17:00
Thursday:
08:30 - 17:00
Friday:
08:30 - 17:00
Saturday:
Day off
Sunday:
Day off
Reviews of Charles Schwab
"I needed assistance with some account management and Tone' Seals quickly took charge and walked me though a more effective solution. Resolving all my issues with swiftness and leaving me a happy customer on the way out the door. 10/10"
"Tone Sheals was very helpful! Helped me set up my account and transfer my funds. Thanks again!"
"I’ve done security work at this facility and I can honestly say that everyone here is polite and professional. Especially the Client Relations Specialists in the front desk, Tonè and Valentina. I’d be more than happy to work among these fine people again."
"One star all the way. Charles Schwab wasted my valuable time with very deceptive information. The government needs to look into advertising claims they give. You've been warned."
"I met with Lynette Ancona at this office of 11/21to discuss having my accounts managed by Schwab in the future when moving to Winter Park.Although I was not interested in the $8,000 fee for managing everything, we agreed to meet on 12/18 with her team to discuss which subset of funds might be managed & for what cost. Prior to that occurring, I was charged a $228.30 advisement fee for no advice & not even an agreement on what was to be managed, let alone anything signed or with a set fee schedule. After cancelling altogether on 11/27 & keeping my account in the NY office, I was told by the Winter Park office that the fee would be removed. It is now 2/20 & no action was ever taken to remove this fee, according a Schwab central office. I wish I had read these horrible reviews first. I never had anything close to this happen with Schwab NY in over 35 years... DO NOT AGREE TO DISCUSS MONEY MANAGEMENT WITH THIS OFFICE unless you want charges prior to any advice being given or entering into a management contract..."
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