Frank W.
1/21/2022
They were pretty good at the San Ramon branch, that was before the pandemic. Complementary coffee, note books, pens and various investment material. Once a week they had investment classes, either...
Charles Schwab
Closed
(19)
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3150 Crow Canyon Rd
San Ramon, CA 94583
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
2.519 reviews
S S.
12/6/2023
Terrible experience with the local branch. I called ahead and was told to just walk in. When I walked in, there was no one to talk to me to help me open a brokerage account and a custodial...
Cindy F.
1/30/2024
Financial adviser Jay at the San Ramon branch is always extremely helpful, knowledgeable, experienced and gives great financial advice. Everyone I have referred to him thinks the same about him....
Lily L.
12/22/2021
This review is not just for this branch but my entire experience with Charles Schwab. My parents don't speak English, so I helped them open a Schwab account because a relative wants to transfer a...
Manuel G.
8/12/2021
Great branch. They offer refreshments. Staff is really kind. And they care about cleanliness. Great experience overall.
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