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Financial consultant

Charles Schwab Chapala St, Santa Barbara

3.4
(5)
Apply Now
Phone:

(805) 884-4218

Website:

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

Address:

900 Chapala St Ste 100, Santa Barbara, CA 93101

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

    3.4
    5 Reviews
    • O

      Omar Espinoza
      4

      I am traveling abroad and looking for a checking account where I won't get assessed ATM fees. Heard about Charles Schwab and decided to come in. The lady helped me, except confused me with one question that I later on called the 1-800 to clear up. Overall, she was very helpful and didn't push for me to open an account. Later on that day I opened one using their online application.

    • J

      Jesse Kate
      5

      Henry Glasheen at Schwab Santa Barbara is the best! We are impressed with his integrity, spot on knowledge, and professionalism. Our experience with him gives us utmost confidence in Schwab.

    • P

      Patrick Longo
      1

      MAKES SURE YOU GIVE THEM AT LEAST A WEEK IF TRYING TO GET AN ESCROW DONE. They have a corporate policy against issuing cashiers checks for escrow and take a day to set up a wire.

    • J

      John Broberg
      1

      Dont' answer the phone and are closed to the public. Local phone number goes to national so you can listen to a very long and useless voice mail

      Response from the owner

      Hi John. We’re sorry to hear this. We’ll share your feedback with the Santa Barbara branch manager. For alternative methods of contact, please visit Schwab.com/contact-us.

    • L

      Leslie Westbrook
      1

      i have been trying to call and get a human on the phone for hours - - to reschedule an appt.!!! no such luck.

    FAQs

    • 1. What Can I Do to Get in Touch With Charles Schwab?

      You can reach out to them on the phone number (805) 884-4218. You may also check out their website and fill in the application form.
    • 3. What Services Can I Get From Charles Schwab?

      Charles Schwab is famous for its 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 take out a cash advance.
    • 5. Is Charles Schwab an Agency or a Lender?

      Charles Schwab is a Financial consultant that provides loans of all kinds including high-approval-rate personal loans.
    • 2. What Is the Location of Charles Schwab? How Can I Go There?

      The address of Charles Schwab is 900 Chapala St Ste 100, Santa Barbara, CA 93101. Use an online map for directions.
    • 4. How Can I Get A Loan at Charles Schwab?

      You can fill in the application form 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 Should I Do if I Fail to Pay Back My Loan?

      Reach the Lender and reach an agreement as soon as possible. You should know, however, if it"s an auto title loan, your car will be kept by the lender when you default. Check out our platform for more information on title loans.
    • 7. Can I Take Out a Loan From Charles Schwab With A Poor Credit Rating?

      Yes, you can. But carefully go through the offers as there can be unfair conditions when it comes to bad credit loans.