Bob T.
5/7/2025
Excellent office! Staffed with the best people. The location is convenient. The team helped me through some complex documents, and the branch manager followed up with me explaining all the...
Charles Schwab
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(5)
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430 S Rand Rd Ste 140
Lake Zurich, IL 60047
Charles Schwab is a financial services company located in Lake Zurich, IL, known for its commitment to customer service and support. The company strives to assist clients with their financial requests, although there may be instances where authorization cannot be completed successfully.
In such cases, Charles Schwab encourages clients to reach out for further assistance, ensuring that any issues are addressed promptly. The company values transparency and aims to minimize any inconvenience experienced by its customers.
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Reviews
4.05 reviews
Michelle C.
1/17/2023
I came in for help to set up an account that I set up online. The manager or whomever he was, literally came in in the mist of me speaking to the lady up front, did not introduce himself or...
Tony A.
2/19/2023
Thank you Adam for being so professional and knowledgeable with my personal portfolio. You help and explanations far exceed anything I've had in the past. I have been with many firms and advisors...
Marlene C.
4/23/2023
Adam is professional, friendly and very interested in your financial success. No matter what your financial knowledge is, Adam works with you to ensure financial freedom.
Scott S.
2/17/2023
My husband and I made an appointment at this location in Lake Zurich and spoke with Adam Schoenwald who is the independent branch owner. I have to say not only was Adam knowledgeable on all of our...
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