Charles Schwab - San Mateo, California

Dirección: 1300 S El Camino Real UNIT 110, San Mateo, CA 94402.
Teléfono: 6503585517.
Página web: client.schwab.com.
Especialidades: Consultora financiera, Institución financiera, Servicio de inversiones, Corredor de bolsa.
Otros datos de interés: Entrada accesible para personas en silla de ruedas, Estacionamiento accesible para personas en silla de ruedas, Sanitarios accesibles para personas en silla de ruedas, Sanitario, Se recomienda concertar cita.
Opiniones: Esta empresa tiene 15 valoraciones según Google My Business.
Opinión media: 4.1/5.

Ubicación de Charles Schwab

Charles Schwab 1300 S El Camino Real UNIT 110, San Mateo, CA 94402

Horario de Charles Schwab

  • Lunes: 8:30 a.m.–5 p.m.
  • Martes: 8:30 a.m.–5 p.m.
  • Miércoles: 8:30 a.m.–5 p.m.
  • Jueves: 8:30 a.m.–5 p.m.
  • Viernes: 8:30 a.m.–5 p.m.
  • Sábado: Cerrado
  • Domingo: Cerrado

Charles Schwab es una reconocida consultora financiera y institución financiera con una amplia gama de servicios de inversiones y actuando como corredor de bolsa. Ubicada en San Mateo, California, en la dirección 1300 S El Camino Real UNIT 110, San Mateo, CA 94402., ofrece una amplia gama de servicios financieros a sus clientes.

El Teléfono de contacto es el 6503585517. Si prefieres visitarlos personalmente, su horario de atención es de lunes a viernes desde las 8:00 a.m. hasta las 5:00 p.m. (hora del Pacífico). Además, su página web oficial es client.schwab.com.

Charles Schwab cuenta con características que mejoran la accesibilidad para todos los clientes, incluyendo una entrada accesible para personas en silla de ruedas, estacionamiento accesible para personas en silla de ruedas, y sanitarios accesibles para personas en silla de ruedas. Además, se recomienda concertar una cita previa para asegurar una atención personalizada.

Esta empresa tiene una opinión media de 4.1/5 según Google My Business, con un total de 15 valoraciones. Los clientes han elogiado la experiencia general en la sucursal, así como la calidad de los servicios financieros ofrecidos.

Opiniones de Charles Schwab

Charles Schwab - San Mateo, California
Hao
5/5

Big shoutout to Sunny Yang at San Mateo branch! Seriously, she's hands down one of the best consultants I've ever teamed up with.

So, we had this task of shifting some assets over to Schwab from another company. You know how it goes, tons of roadblocks: forms everywhere, notary stuff, and all that jazz. We were making calls left and right to our assigned agent, but they were slow as molasses in January and didn't really help. Enter Sunny Yang – she's the real MVP. She spotted our pending case in the system and reached out, offering her wizard-like assistance. Super responsive, friendly, and total pro vibes. She stepped up and started making requests for us, sending us options, and basically guiding us through the maze. Thanks to her, we managed to sail through the transfer like a breeze. Wwithout her, I'm not even sure we'd have pulled it off.

Keep rocking, Sunny!

Charles Schwab - San Mateo, California
Diane Walker
4/5

Big fan of Schawb for decades but was disappointed by my recent appointment which I requested to distribute Mother's 401K to siblings as she died recently. I tried to call representative @ San Mateo for at least 30 min, caught in circular auto answering machine, finally getting a human, getting disconnected, back starting call again. Then I have to wait for return email, picked a day, representative had March 1st as Thursday, March 1st is Wednesday.
Another email, go to San Mateo Office March 1st with Death certificate, list of my questions, documents in hand. Young woman at reception desk tells me she is who I am meeting with, she takes my death certificate, gives me a business card & tells me estate settlement team will call me..............Miss the old Schawb!!!
You could have in person service, call and talk to human at local office. Local office answered the phone, I have used online services for years and appreciate, but sometimes, particularly in the case of death, a real human would be appreciated.

Charles Schwab - San Mateo, California
Bob Flaminio
5/5

In this day and age where everything is online and there's an app for that, it's nice to have a physical location to go to and talk finance with professional people, and Schwab is just that. I've been a Schwab customer for 30 years and have been visiting the San Mateo branch for about 15 years, and have never had an experience that was anything but excellent.

Charles Schwab - San Mateo, California
Breanna King
1/5

They are not open right now. I work security for this building and I see people come and go all day just to find out its close.

Charles Schwab - San Mateo, California
Alvin Chin
5/5

Love Charles Schwab. Great Financial Consultants & workshops here.

Charles Schwab - San Mateo, California
david woodruff
4/5

Great service, but they do not take cash at this location.

Charles Schwab - San Mateo, California
Chris Leavines
5/5

MY FAVORITE BANK AND BROKERAGE!!!

Charles Schwab - San Mateo, California
RD Mahanpour
4/5

Good people work here

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