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Financial consultant

Charles Schwab Pittsford Victor Rd, Pittsford

4.4
(2)
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Phone:

+1 800-435-4000

Website:

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

Address:

1250 Pittsford Victor Rd bldg 200 suite 190, Pittsford, NY 14534, 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
    2 Reviews
    • E

      E Hall
      2

      I needed to make a deposit to my investment account. As the Victor office had been closed due to Covid at the time of my last visit, I called Schwab’s 800 number (you cannot call the Victor office directly) and was told the only thing I could do was wait 24 to 48 hours for a return call. Therefore, I drove to the Victor office and was confronted with a most sarcastic, unprofessional receptionist. She refused to allow me to speak with anyone else. She told me if I didn’t want to make my deposit without speaking with someone in the office that was my “choice.” Really? As a result, I intend to change brokerage firms.

    • E

      Eric Hanson
      5

      Phil, Manager and Matt Cimino account exec, are EXCELLENT . I left Fidelity to join them and their strength is they care! Ron

    FAQs

    • 1. How Can I Contact Charles Schwab?

      Just ring them at this phone number +1 800-435-4000. You can also enter their official site and fill out the application form online.
    • 3. What Services Are Available In Charles Schwab?

      Charles Schwab offers you a wide range of services which include: '
      • College savings-related financial consulting
      • Corporate finance consulting
      • Estate planning
      • Financial planning
      • General investment consulting
      ' You can secure 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 hassle-free, we connect you wth more than 100+ lenders over the internet. You can secure a small personal loan as fast as the same day.
    • 2. What Is the Address Of Charles Schwab? How Can I Get There?

      Charles Schwab is situated at 1250 Pittsford Victor Rd bldg 200 suite 190, Pittsford, NY 14534, United States. Kindly take a look at the map and figure out the best route to access it.
    • 4. How Can I Apply for a Loan at Charles Schwab?

      To apply for a cash loan, you can enter their official site 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 Repay My Loan?

      You can communicate with your lender if you are likely to fall behind on the monthly payments. Different lenders have different solutions to late payment. 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, we can help you out! Just visit our website to get personal installment loans even with bad credit.