Charles Schwab,
3310 Dallas Pkwy Ste 111, Plano, TX 75093, United States
About Us
Charles Schwab is a renowned finance institution located at 3310 Dallas Parkway in Plano, Texas, United States. With a strong reputation for providing top-notch financial services, Charles Schwab offers a wide range of investment options, retirement planning, wealth management, and brokerage services to help clients achieve their financial goals. Known for their personalized approach and expert financial advice, Charles Schwab is a trusted partner for individuals and businesses looking to grow and protect their assets. Visit their office in Plano to learn more about how they can help you secure your financial future.
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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
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Contact Us
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Reviews
"I don’t know what branch that Javeed Khan works at but he is rude and telling me I need to let my husband do the talking like what the hell did you say he stayed in his country women knows their place well we are not in his country we are in America and it’s not the only person he was rude to"
"Wish I still had ameritrade. If youre over age of 80, then schwab may be for you but it the app is not user friendly at all and there are a lot of features that you cannot access on your phone. Get with the times. This isn't the 1980s"
"I would like to give a better review but I can’t. I’ve been with Schwab for years and the experience has been fine. But lately the customer service has fallen off a cliff. I was out of town and needed to make one simple trade (sell a mutual fund). Had I been home with two clicks online I could do it, that’s what they want. But because I wasn’t it took 4 phone calls and being put on hold twice, over ten minutes each time. TO MAKE ONE TRADE???? Today I look online and a withdrawal I sent forms to the broker Friday Morning still have not happened by close of business Monday!!! Because of market changes it has cost me $1000s! If you want customer service and response time find another brokerage. You will save time, money and aggravation."
"I've had an account with this office since 2001 & greater Schwab since 1989. I did establish accounts at Fidelity at one point too. I have enjoyed terrific, competent and friendly service at this office from EVERYONE. The people at the front can handle surprisingly complex issues and my account representative, Andy Bennett is available for personal service. For unusual issues they or I can access a national issue expert by phone."
"I had a very negative experience with Charles Schwab, and the person I worked with at this office was of no help at all. Tried to set up an IRA account online --- after many attempts, my CS rep said I'd just have to fill out the form manually. I did so, took the extra time to drive it to the office to hand deliver it myself, and meet with the rep. He submitted it, and I got a call later that day from the 800 number telling me that "I had filled out the wrong form, and would have to re-fill it out again - by hand." I was supplied the first form by a CS representative - and they're now making his mistake MY problem. Really? I let them know by email I wasn't going to go through the entire process again just because THEY gave me the wrong form, and would go elsewhere. I've since heard NOTHING from anyone at CS - not an apology, nothing. TERRIBLE customer service from this office, and from CS in general. Makes the decision easy - go elsewhere!"
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