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Financial consultant

Charles Schwab Horsham Rd, Horsham

3
(5)
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Phone:

+1 215-693-6566

Website:

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

Address:

303 Horsham Rd D, Horsham, PA 19044, 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

    3
    5 Reviews
    • J

      John Castaldo
      5

      Not a client of Matt's but came in this afternoon to deposit funds into an index. Very thorough and professional despite being alone in the office. Highly recommend.

    • K

      Kenny Branford
      1

      I invested and was told I could not trade until proof of my address was given. I sent proof, did not hear back for several months, and eventually requested my money back. I spent an hour on the phone with a representative who lied to me and told me “your account was automatically frozen for three weeks and a check is due to be sent out tomorrow”. Over two weeks later and no check. I spent 6 hours being transferred from department to department and waiting for calls back. They informed me my account was frozen and the check was never due to be sent. I was told due to the patriot act my energy bills, verification from PennDOT, etc were not enough to verify my address. As a law enforcement member and law abiding citizen (which they knew, and verified prior to my investment) I am offended by their consistent reply of “we need to make sure you’re not a terrorist before we send your money back”. The interesting thing is my address confusion was not a problem when I deposited money with this company, but was a problem when I requested the money back. Dissatisfied .

      Response from the owner

      Hi Kenny. We're sorry to hear this. We’d like an opportunity to address your concerns, please give us a call at 800-435-4000 or visit Schwab.com/contact-us.

    • m

      margie
      5

      Brian Cahill is wonderful. Patient, kind, and knowledgeable. I had to be one of the least knowledgeable people he has dealt with, and he worked with me until all my issues were resolved. Highly recommend Brian and this office!!!!!

    • A

      Anna W
      1

      By appointment only even to deposit one check. Matt would not help me and was very rude! Never going here again. Horrible customer service. It takes 30 seconds to deposit a check.

      Response from the owner

      Hi Anna. We’re sorry to hear this. For the latest information regarding COVID-19 impacts, please visit Schwab.com/covid-19-updates. For more information on mobile deposits and links to download the app, please visit Schwab.com/mobile.

    • R

      Ray Forte
      5

      Everyone is quite pleasant. Be aware, they will accept checks and money orders for deposit, but you cannot bring cash to the branch - they do not process cash deposits. Similar to other CS Branches

    Personal Loans in Your Area of Horsham

    FAQs

    • 1. How Can I Reach Out to Charles Schwab?

      You may contact them at the phone number +1 215-693-6566. You may also visit their website and provide your basic information.
    • 3. What Services Can I Get From Charles Schwab?

      Charles Schwab offers financial services including: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' If you have a consistent income, you may also get a payday loan.
    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant that has various financial services to offer including high-approval-rate personal loans.
    • 2. Where Is Charles Schwab? How to Go to Its Store?

      The address of Charles Schwab is 303 Horsham Rd D, Horsham, PA 19044, United States. Get help from an online map to find the fastest route.
    • 4. How Do I Apply for A Loan at Charles Schwab?

      You can provide your basic information on their website to apply for a loan. If you feel like learning about other financial services, take a look at US Installment Loans and explore.
    • 6. What Am I Supposed to Do if I Fail to Pay Back My Loan?

      Contact the lender and work out favorable terms for both parties as soon as possible. You should know, however, if it"s a car title loan, the vehicle will be kept by the lender when you default. Visit our website for more information on title loans.
    • 7. Can I Take Out a Loan From Charles Schwab With A Bad Credit Score?

      Yes, you can. But peruse the conditions and terms as there can be unfavorable terms when it comes to bad credit loans.