Paul at the Davis branch of Charles Schwab is great! He has over 20 years of experience and has earned the titile of CFP (Certified Financial Planner). He listens well and can help put together an...
Charles Schwab
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Schwab has frequest web outages where you cannot access your account. Supposedly you can call in to make trades. Poor quality site. Poor customer service.
I have been investing with Charles Schwab since 2018, and the main reason I continue to invest with them is because of the Davis branch. Every time I've had a question about anything from new...

This is not about a particular branch. This is about my overall Charles Schwab experience. If there was an online/telephone choice, I'd leave my review on that. I had an account for a year with...

Paul is very knowledgeable in his field, provides great customer service and I appreciate his genuine advice.
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