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Financial consultant

Charles Schwab Finn Way, Lexington

3.5
(2)
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Phone:

+1 800-646-4710

Website:

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

Address:

4084 Finn Wy Ste 150, Lexington, KY 40517, 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
    2 Reviews
    • R

      Rein D
      2

      I don't mind the employees I've talked to, they are pretty nice. My issue is I opened a joint checking account on the 13th and it's still not open and ready to access and we planned a trip next week. We opened the account with the intent to use it for joint trip expenses. We opened it with enough time that any other bank would have our account ready and cards in by now. For some reason the brokerage account I never asked for is open and ready to go but the Joint Checking account remains closed. We can't get debit cards until there's money in the account, we can't put money in the account until the accounts open. Closing it without even having the account opened to begin with is such a waste but that's what's going to happen at this point.

      Response from the owner

      Hi. We're sorry to hear this. Please give us a call at 800-435-4000 or visit Schwab.com/contact-us so we can help.

    • K

      Kush Rathod
      5

      I am very pleased with this location. The customer relations specialist, Nick, is a kind, welcoming individual. Financial consultant, Michael, is very knowledgable and most importantly, PATIENT. He takes the time to carefully explain and show everything. He genuinely cares about your financial success. I am glad to have this location and these folks in Lexington.

    Personal Loans in Your Area of Lexington

    FAQs

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

      Simply dial this phone number +1 800-646-4710. You can also search through their website and submit the loan request form online.
    • 3. What Services Are Available In Charles Schwab?

      Charles Schwab allows you to get access 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 an auto title 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 hassle-free, we allow you to get access with more than 100+ lenders over the internet. You can secure a small personal loan as fast as the same day.
    • 2. What Is the Location Of Charles Schwab? How Can I Access This Store?

      Charles Schwab is situated at 4084 Finn Wy Ste 150, Lexington, KY 40517, United States. Please carefully check the map and figure out the best route to access it.
    • 4. How Can I Apply for a Loan at Charles Schwab?

      To get starterd, you can search through their website and submit the loan request form online. If you are looking for small payday loans over the internet, you can turn to our website for more details.
    • 6. What to Do if I Fail to Repay My Loan?

      You may consult with your lender if you have difficulty making the payments. Different lenders have different solutions to payment respite. Please always read meticulously before signing any loan agreement.
    • 7. Does Charles Schwab Offer Bad Credit Loans?

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