Charles Schwab

"I would not recommend Charles Schwab in general. It is great until you don't deal with CS customer service. Their verification system is so outdated that if you don't answer security questions (including exact addresses where you previously lived 15 years ago) your account could be easily suspended, so it would be a troublesome to verify it and as physical presence in their office would be only an option. It took me hours to verify my account again. Also, if you have any question, don't even bother to try to reach anyone in this office, nobody would pick up a phone anyways. Currently, I am looking for other brokerage account to move my funds to as I found CS doesn't care as much. I wish TD Ameritrade would never been purchased by CS."

"Great experience with Cameron. Helped solve a couple problems we’ve been struggling with for months. Can’t recommend him enough!"

"Walked in requiring help with a non standard banking request. Cam Davis, the Client Relations Specialist, was responsive, supportive, and handled my request with urgency."

"I "was" a potential new client. I've tried calling this location multiple times and always get routed to a national call center. More than once I was supposed to get a call back from them to make an appointment and actually start investing. I can't even get a return phone call. Clearly these guys are not interested. This is a huge red flag telling me to take my business elsewhere! Shame on the staff working at this location for not even giving a call back to what would have been a new client!"

"They are just fine until you need anything, and then it's not possible to reach a human being by phone, chat, or email. So as long as you don't need any help, great. But if you need help, oh boy, you're in for a long run around. To your response: yes, that's where I went and why I posted this review. 16 hours later chat is still telling me to hang tight and phone calls are rerouted to the national line, please hold. Stuck in an infinite loop."