Charles Schwab

Everyone is so super helpful here. I have an old account and they’re really great about explaining how to do things. They give me lots of options on how to get my investments moved around. When I was having trouble getting a check mailed to me using the online system they just had it mailed to the branch and took care of it that way.
Great customer service.

This branch is exceptional with their hands on, warm customer service.
Rory Laczkowski who has helped me tremendously is an fantastic financial consultant. His knowledge is incredible, has an award winning personality and is one of the nices guys I have met in years.
I would highly recommend this branch and Rory is a heartbeat. He is fantastic.

I’ve been with Schwab for years. My grand father actually lived next door to him when I was growing up so as I got to a point to choose an institution for my investing it was a no brainer.
Move forward 15 years. I have a problem that I created. I didn’t make a deposit in time to cover an automatic debit. I called and asked what to do and they said it was in the hands of the branch manager. I called him this morning hoping that I would get through to him and he answered right away. Customer service had already made him aware of my situation and he took care of it before I even spoke to him. He looked out for me as an individual, not just a number in his system.
I couldn’t be more happy with the personal attention!

This review isn’t necessarily for the West Portal branch, although Terry Luk, my assigned advisor at this branch, has been very helpful with my questions.
I’ve been with CS for 15 years or so, and though you can probably get lower transaction fees elsewhere, I’m still loyal to CS because:
1. I like the user friendliness of their online access
2. Stellar phone service (and I’ve called late at night with pressing questions and it’s like reaching your mom to help you get out of a fix)
3. Local branches for when you want to see real people take care of your real investment issues.
It’s comforting to know your money is in good hands.