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...
Charles Schwab
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(29)
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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.
Also at this address
Reviews
3.029 reviews
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...
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...
Christine S.
11/9/2023
Been trying to schedule an appointment for almost a month and getting absolutely no where. Endless back and forth with a broker who won't leave any possible meeting times for me.
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