Charles Schwab

Closed
yelp logo

(30)

Photos

1300 S El Camino Real Ste 205
San Mateo, CA 94402
The Charles Schwab Corporation provides a full range of brokerage, banking and financial advisory services through its operating subsidiaries. Its broker-dealer subsidiary, Charles Schwab & Co., Inc. (member SIPC), offers investment services and products, including Schwab brokerage accounts. Its banking subsidiary, Charles Schwab Bank (member FDIC and an Equal Housing Lender), provides deposit and lending services and products.

Reviews

yelp logo
3.030 reviews
Photo of Ming S.
Ming S.
10/23/2025

Helpful and responsive staff, with ample street parking out front. Compared to the Schwab branch in downtown SF, this one is a lot smaller but still gets the job done quickly. I called in the...

Photo of Jeannie W.
Jeannie W.
8/11/2025

Very good customer service. Came here to have some questions regarding transfer my other IRA to Charles Schwab. When I walked into this office, very nice guy was helping me. He showed me step by...

Photo of Gary W.
Gary W.
2/16/2024

Walked in for information about rolling my IRA over to my current employer 401k. Walked out with more questions than answers. Told things completely different from the CS support agent online but...

Photo of Nicholas W.
Nicholas W.
2/5/2025

This will be a lengthy review and I understand some of my qualms may not be specifically related to this one branch. There are few circumstances that would compel me to write a review for a...

Dave N.
1/26/2023

Such a convenient location, and while it was temporarily closed during COVID, it's reopened and open for business. I do try to do most if not all my business on the Schwab app, but it's nice to...

Own this business?
See a problem?

You might also like

United StatesCaliforniaSan MateoCharles Schwab

Partial Data by Infogroup (c) 2025. All rights reserved.

Partial Data by Foursquare.