Charles Schwab

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Address: 3310 Dallas Pkwy #111, Plano, TX 75093, USA

Phone: (972) 588-1770

Website

State: Texas

Zip Code: 75093

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Reviews

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.

 9 years ago (29-08-2016)

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!

 9 years ago (07-03-2016)

I really like this office, especially the service that I get from Joe Vita.

 9 years ago (04-08-2016)

This office was weak at best,   surprised Schwab has people like this.

a very poor experience

 9 years ago (19-07-2016)

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