Charles Schwab

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27201 Puerta Real Ste 100
Mission Viejo, CA 92691
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

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3.014 reviews
Photo of Victor G E.
Victor G E.
5/2/2025

The branch staff in Mission Viejo & those I've spoken to on the phone, are very knowledgeable, friendly & efficient. They have been very responsive to my needs. They also have excellent tools for...

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Chris C.
8/1/2025

They worked with the government to look at stocks and two accounts without letting customers know they made extra copies of private paperwork and did not tell me I found out later

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Jerry A.
12/31/2024

Moved our money here four years ago and we have had nothing but a great experience. Maybe we got lucky, not sure, but our consultant Andy Marinos is the best, no pressure, nothing but advice so...

Duane D.
4/10/2024

if you enter the Schwab Branch in Mission Viejo with a positive attitude, the first person you encounter will succeed in ruining your day. It's like you're a nobody and they will make sure you...

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Donny G.
8/31/2017

I'm really surprised to see so many negative reviews about this location. I had an experience that is a complete 180 from what the other negative reviews have stated. I also thought the...

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