Nick K. wins gold stars in providing the best customer service. He is knowledgeable and went above and beyond to help me on my requests. I called a couple minutes before 5pm trying to see if I...
Charles Schwab
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Customer service is beyond incompetent. My financial advisor said they cannot help me with doing a Roth Conversion. I contacted the main customer support line several times throughout Oct-Dec....
Communication is important When you call the Bellevue Schwab Branch no one answers the phone. I was following up on a question the Bellevue branch had about a transaction I had made the day...
Awful! There should be a way to call your phone number and actually reach someone in the branch! I miss TDAmeritrade.

We went here today and worked exclusively with Marcus, the client relationship specialist, the young man who greeted us as we walked in. He was very personable, friendly, and extremely helpful and...
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