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
(20)
Photos
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
2.520 reviews
R. W.
10/30/2025
I am horrified right now. I have had money in Charles Schwab for quite some time. Because I handle my elderly mother's money and it is a substantial amount, I put a verbal password on the account,...
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...
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...
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....
See a problem?
You might also like
Partial Data by Infogroup (c) 2025. All rights reserved.
Partial Data by Foursquare.