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Financial consultant

Charles Schwab Lake Murray Blvd, Irmo

4.4
(5)
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Phone:

+1 803-490-7949

Website:

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

Address:

952 Lake Murray Blvd #D, Irmo, SC 29063, 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

    4.4
    5 Reviews
    • D

      Derrick Fontes
      5

      The Charles Schwab guys were awesome and very helpful. John greeted me at the door and was very courteous. Then Cameron helped me out big time with setting up some long term retirement goals and financing. Overall I'm very pleased with the whole experience!

    • C

      Coddi Womple
      5

      Amazing spot!!! Full open bar in the back, great company culture. They work hard they play hard, Mr.Schwab personally meets every new client with a warm smile and big bear hug.

    • B

      Bonnie Austin
      5

      John and Cameron are very responsive, knowledgeable and helpful. Thank you for helping my elderly relatives with your step by step instructions. They are happy to be working with professionals such as you.

    • K

      Kathryn Ludwig
      1

      Investing at any level has inherent risks that are to be expected and well understood on the part of the investor. I opened a very small account here about 45 days ago at the insistence of a penny stock trading “friend”. As soon as I realized the value of my account in less than a month, I pull him off. Yet, after that, he was 1) able to put in his check, which BOUNCED, 2) make further trades 3) throw my account into fraud. My account has been locked well over a week. Despite numerous constant contacts with the 800 numbers, I learn tonight that my account is being closed and liquidated. Just a couple of issues here......1) the consent was pulled from the other person on the 29 th of March. Ben in the Irmo office said they would scan it and it would be almost immediately. 2). The penny stock person , J. Rabon (does not work for Schwab), was able to deposit a $50 no good fraudulent check in my account, as well as make trades later than the 29th. 3). I went to pick up a copy of the consent today from Cameron at the Irmo Office. He would not give the check it to me, but gave me the consent form. I told him I don’t want account numbers, just a copy of the check showing NSF. He wouldn’t do it. Bear in mine, I still can’t access my own account yet. I have been working with Ben Neem at the 800 number. Everyone tells me they have to email the fraud department, the can’t call. Great job to have when you can hide. Ay any rate, Ben has been very nice and has called me with updates as well as offered me FREE trades due to the inconvenience. Strange....he couldn’t come to the phone tonight.....that’s when I was told my account was being liquidated. When I asked for details....”Charles Schwab has the right to”. Ok...details. He repeated. I asked for someone above his pay grade that could do more that give me a pat answer. I will get one tomorrow. I have Accounts at Edward Jones, Wells Fargo, BB&T but you can bet there will never ever be one at Charles Schwab ever again. I just became the their best anti advertising ever. Guess there’s a reason they charge per trade and penny stocks. Let the big boys handle the big stuff. At least they know what they are doing.

      Response from the owner

      Hi Kathryn. Thank you for your feedback. We will be sure to share with our team.

    • R

      Ray Hewitt
      5

      John and his team have been amazing to work with, responsive and caring.

    Personal Loans in Your Area of Irmo

    FAQs

    • 1. How Can I Get Connection With Charles Schwab?

      Simply dial this phone number +1 803-490-7949. You can also visit their website and fill out the application form online.
    • 3. What Services Are Available In Charles Schwab?

      Charles Schwab can get you connected with plenty of loan services which include: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' You can get a title loan if you have a clear car title on 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 can link you to a large network of trusted lenders over the internet. You can secure a small personal loan as quick as 24 hours.
    • 2. What Is the Location Of Charles Schwab? How Can I Access This Store?

      Charles Schwab is situated at 952 Lake Murray Blvd #D, Irmo, SC 29063, United States. Kindly take a look at the map and find the best way to access it.
    • 4. How to Secure a Loan at Charles Schwab?

      To apply for the loan you want, you can visit their website and fill out the application form online. If you are looking for fast payday loans over the internet, you can turn to our website for more details.
    • 6. What Should I Do if I Fail to Pay Off My Loan?

      Simply have a talk with your lender if you are likely to fall behind on the monthly payments. Different lenders have different policies of overdue payment. Remember to check out carefully before signing any loan agreement.
    • 7. Does Charles Schwab Offer Loans for People With Bad Credit?

      Yes, but if you want to boost your possibility of getting approved, you can turn to our broker service! Just turn to our platform to get long term installment loans even with bad credit.