Charles Schwab Grand Ave, Oakland

Charles Schwab Reviews

• H

  Harry Beal
  3

  I called the Oakland Schwab office to ask about the complimentary financial plan that's been advertised recently. I was told that to get that complimentary plan you need to have assets of $1 Million or above. That small detail isn't mentioned in any of the advertising, commercials or on the web page. It feels a bit misleading, and a bit like bait and switch, so heads up.

• R

  Randy Wilk
  1

  Schwab is NOT A BANK it uses third party vendors, and forget asking for immediate service when all the local offices are closed during business hours. Covid is not an excuse for having a temporary closure especially when one can go to Wells Fargo, Chase, Merrill Lynch for daily banking needs. Walt Bettinger needs to up his game!

  Response from the owner

  Hi Randy. As we work to safely open our branches on a localized basis, please visit your local branch page on Schwab.com/branch for details. Additionally, we are still here to support you virtually; please visit Schwab.com/contact-us or call our 24/7 customer support line at 800-435-4000.

• S

  Steve D.
  3

  I was with C. Schwab for over 30 years. Recently I moved my inheritance from Vanguard to Schwab. The Schwab financial advisor said I was all set for retirement at age 65. If I get a SS check and medicare, I should be OK he said. I found his presentation vague and depressing. And that's why my investments are with Edward Jones (Ballena Bay, Alameda) now.

  Response from the owner

  Hi Steve. Thanks for your feedback. We’ll be sure to share with the Oakland branch manager.

• J

  Joe scan
  2

  9/10 times no one answers the phone, can’t get an appointment either. Very disappointing when you have to do it through physical cause sometimes you get a a check from an old IRA or something.

  Response from the owner

  Hi Joseph. We’re sorry to hear this. For immediate support and appointments you can give our customer support number a call anytime at 800-435-4000.

• S

  Steve Yip
  1

  I was on the phone over 1 hour and no one answer. I hope they can answer the phone sooner to handle their business transactions.

  Response from the owner

  Hi Steve. We’re sorry to hear this. For alternative methods of contact, please visit Schwab.com/contact-us.