Store Directory > Installment Loans Near Me > California > Soquel > Charles Schwab
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Financial consultant

Charles Schwab Porter St, Soquel

3.7
(2)
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Phone:

+1 831-465-7670

Website:

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

Address:

2407 Porter St Ste 100, Soquel, CA 95073, United States

Check map
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

    3.7
    2 Reviews

    • C

      Charles W
      1

      Poor customer service from this branch including the management team and staff. Very unprofessional service, never answer telephone during Business Hours, entitled arrogant Financial Consultants one of the worst Schwab Branches I've visited and worked with in the entire Bay Area. Eli Pao, is an incompetent manager of the branch due to inadequate training and managerial overview with regards to his staff particularly financial consultants. Highly recommend Los Gatos or San Jose Branch, one of the Financial Consultants Neil Fenning is improperly trained and lack a technical finance background as his profile states an educational background in Geology not Finance. Upper-Division Schwab Managers and VP's should be notified of the incompetence and lackluster performance from it's advisors/consultants.

      Response from the owner

      Hi Charles. Thanks for letting us know. We’ll share your feedback with the Soquel branch manager. If we can further assist or address your concerns, please contact us at 800-435-4000.

    • G

      Gary Tighe
      5

      five star Neil is THE MAN !!!

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    FAQs

    • 1. What Can I Do to Reach Charles Schwab?

      You can reach out to them on the phone number +1 831-465-7670. You may also check out their website and submit your information.

    • 3. What Can I Get From Charles Schwab?

      Charles Schwab has 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 apply for a cash advance loan.

    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant that provides loans of all kinds including online personal loans.

    • 2. What Is the Location of Charles Schwab? How Can I Go There?

      The address of Charles Schwab is 2407 Porter St Ste 100, Soquel, CA 95073, United States. Use an online map for directions.

    • 4. How Can I Get A Loan at Charles Schwab?

      You can submit your 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 see what it has to offer.

    • 6. What Am I Supposed to Do if I Fail to Pay Back My Loan?

      Reach the Lender and work out favorable terms for both parties as soon as possible. You should know, however, if it"s a title loan, the vehicle will be kept by the lender when you default. Check out our platform for more information on title loans.

    • 7. Can I Get a Loan From Charles Schwab With A Poor Credit Rating?

      Yes, you can. But pore over the offers as there can be predatory terms when it comes to bad credit loans.