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Financial consultant

Charles Schwab Liberty Plaza Dr, Liberty Township

4.3
(10)
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Phone:

+1 513-453-4774

Website:

https://client.schwab.com/public/branchlocator/branchdetails.aspx

Address:

6862 Liberty Plaza Dr Ste 100, Liberty Township, OH 45044, United States

Services:

College savings-related financial consulting, Corporate finance consulting, Estate planning, Financial planning, General investment consulting, Investment advising, Real estate investment consulting, Retirement savings consulting, Tax planning,

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    Charles Schwab Reviews

    4.3
    10 Reviews
    • A

      Aaron
      1

      I was a current Schwab customer that sent a request for a meeting discuss additional investing options. Waited 4 weeks with no response. Closed all accounts and transferred my balances to competitor that was much more response and valued customers. Will never go back.

      Response from the owner

      Hi Aaron. We're sorry to hear this. We’ll pass your feedback to the Liberty Township branch manager. If we can further assist or address your concerns, please contact the Liberty Township branch directly at 513-453-4774 or give us a call at 800-435-4000.

    • G

      George K
      5

      Allowing a young person to start investing for $100 a month in a diversified mutual, Awesome. Trying to play catch up at 40yo or 50 a frustrating task. Start early and often and let compounding take over.

    • K

      Kimberly Smith
      5

      The branch is always helpful and answers all of my financial planning questions. Great location as well!

    • H

      Helen Tormey
      5

      After dealing with an incompetent, unresponsive, and high fee company (AXA), Charles Schwab has been a breath of fresh air. Low fees, no pressure, and most important, a knowledgeable, friendly, patient, and professional staff. Wished we had come here years ago.

    • C

      Chip Barkett
      5

      12/10 service and expertise. Just a fantastic experience working with Mr. Federle and Mr. Weaver.

    • H

      Harry Ritter
      5

      Meant my needs,very pleased with with personnel and service.

    • J

      Julie King
      5

      Great customer service and very knowledgeable financial advisors at the Liberty Township office. I love the convenience of having a local office nearby!

    • k

      kaufman170
      5

      Super friendly staff and always willing to help and listen. Matt Philips is extraordinary.

    • C

      Cheney Hester
      5

      Great staff super friendly quick service. Free notary services even without an account!

    • L

      Lawrence E Bradley
      1

      Don't these look like Robots? Yikes!!!!

      Response from the owner

      Hi Lawrence. We’d be happy to assist you! Please give us a call at 800-435-4000 so we can help.

    FAQs

    • 1. How Can I Contact Charles Schwab?

      Simply dial this phone number +1 513-453-4774. You can also search through their website and submit the loan request form online.
    • 3. What Services Can I Find In Charles Schwab?

      Charles Schwab provides you with a wide range of services which include: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' You can get a title pawn loan if you have a free car title under your name.
    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant. To make your lending process smooth and quick, we allow you to get access with a large network of trusted lenders over the internet. You can get a fast personal loan as quick as 24 hours.
    • 2. What Is the Location Of Charles Schwab? How Can I Get There?

      Charles Schwab is situated at 6862 Liberty Plaza Dr Ste 100, Liberty Township, OH 45044, United States. Kindly take a look at the map and find the best way to access it.
    • 4. How Can I Get a Loan at Charles Schwab?

      To get the loan you need, you can search through their website and submit the loan request form online. If you are looking for fast payday loans over the internet, you can visit our official site for more details.
    • 6. What Happens if I Can Not Repay My Loan?

      You can communicate with your lender if you are likely to fall behind on the monthly payments. Different lenders have different policies of overdue payment. Please always read meticulously before signing any loan agreement.
    • 7. Does Charles Schwab Offer Loans for People With Bad Credit?

      Yes, but if you want to higher your chances of getting approved, we are here to help! Just click here to get installment loans online even with bad credit.