Charles Schwab
2480 Canyon Boulevard, Boulder, Colorado 80302
About the Charles Schwab
Charles Schwab is a well-known finance institution located at 2480 Canyon Boulevard in Boulder, Colorado, United States. With a strong reputation for providing a wide range of financial services, Charles Schwab offers investment advice, brokerage services, retirement planning, and more to help individuals and businesses achieve their financial goals. Their experienced team of professionals is dedicated to delivering personalized solutions and exceptional customer service. Whether you are looking to grow your wealth, plan for retirement, or manage your investments, Charles Schwab is committed to helping you navigate the complexities of the financial world with confidence.
Photos of Charles Schwab
2480 Canyon Blvd Bldg M,, #M4, Boulder, CO 80302, 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:
Closed
Sunday:
Closed
Reviews of Charles Schwab
"I'm going to try to be nice here. I put my money with Charles schwab. Eight days later, I pulled it all out and transferred to another firm"
"Just transferred my investments from edward jones to charles schwab. The transfer was completed yesterday. Today I received an email regarding an issue? Never had an issue. The email left me confused and I am now questioning this company."
"The Boulder facility is not a very nice place to visit. Young twerp asks, from across the room, what you need in front of another person. Not a very comfortable situation. I had planned on rolling over a $100k IRA, but maybe that's too small for Boulder. Definitely taking my business elsewhere."
"Charles Schwab gave my children's money away to the State without my knowledge or permission. I walked into Charles Schwab to deposit checks into my children's custodial accounts and they told me my accounts had been deactivated because I had not deposited a check for two years. They said they tried to reach me by mailing me a letter but got a return of address. You know what didn't change? My phone number and email. My husband's dry cleaner worked harder to find my husband for a $40 shirt that he forgot to pick up. Charles Schwab did nothing to hep me get my money back. It took nearly 5 months, loads of paper work and phone calls. What kind of financial institution wouldn't have a minimum of a two factor attempt before giving away the money they are supposed to protect. Also, it is 2023 Charles Schwab, and takes 30 seconds to find most people online. Mailing a letter 3 times to the wrong address is not a valid method to give your clients money away."
"The service I’ve received at the Boulder office has been impressive. Greg Fesperman is a personable, knowledgeable professional who has been advising me about retirement investments, answering all my questions promptly, and teaching me about some interesting options. I highly recommend him."
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