Charles Schwab
About the Business
Charles Schwab is a renowned finance institution located at 12580 University Drive in Fort Myers, Florida, United States. Known for its top-notch 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 reputation for excellent customer service and expert financial advice, Charles Schwab is a trusted partner for those looking to secure their financial future.
Photos
Location & Phone number
12580 University Dr #100, Fort Myers, FL 33907, United States
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
"Thanks Lorenzo for helping set up my new account with Schwab. I stopped by at lunchtime and you went out of your way to help me. It might be easier to accomplish on a computer or phone but being older its still is a hassle. You cut through in five minutes what would have taken me much longer, Good day Man."
"Came here with my wife last Friday to handle joining our accounts after getting married. The blonde lady, VP of sales, was too busy to help us past a half inch of forms to fill out. She kindly dismissed us as she was too busy to help further. We came with our drivers license, passports, and official marriage certificate. No one bothered to ask for any info from me, and they assured us the simple request would be completed. We'll, today Schwab locked all our funds and accounts. Yup, they basically took all our money and had the audacity to say it will take more verification, and we would need to visit an office to complete this. It took two and a half hours on the phone to rectify, and our money is still tied up for 24-48 hours. This isn't some tiny $100 or $1,000 account... simply disgusting service at this branch. If you need to visit a Schwab branch, find another one. We'll be pulling all our funds just as soon as we get our account access back."
"Horrible. Unless you have over a million dollars, they are not interested. Please go somewhere else for your financial assistance."
"Wanted $250,000.00 to open a new Corporate brokerage account for a new start up company."
"This is a great place to consult with financial advisors and wealth managers. I always have a wonderful experience. Everyone is so knowledgeable, helpful, friendly. I can not say enough nice things about everyone here. I highly recommend this company, and especially recommend this location. I have been doing business here for over a decade."
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